TFC Financial Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2K | Buy |
41
+1
| +3% | +$78 | ﹤0.01% | 461 |
|
|
2025
Q1 | $2.95K | Hold |
40
| – | – | ﹤0.01% | 452 |
|
|
2024
Q4 | $3.27K | Hold |
40
| – | – | ﹤0.01% | 454 |
|
|
2024
Q3 | $2.79K | Hold |
40
| – | – | ﹤0.01% | 471 |
|
|
2024
Q2 | $2.37K | Sell |
40
-151
| -79% | -$8.94K | ﹤0.01% | 463 |
|
|
2024
Q1 | $12.5K | Buy |
191
+1
| +0.5% | +$65 | ﹤0.01% | 321 |
|
|
2023
Q4 | $13.7K | Sell |
190
-5
| -3% | -$360 | ﹤0.01% | 312 |
|
|
2023
Q3 | $13.6K | Hold |
195
| – | – | ﹤0.01% | 317 |
|
|
2023
Q2 | $13.2K | Buy |
195
+115
| +144% | +$7.81K | ﹤0.01% | 320 |
|
|
2023
Q1 | $5.91K | Buy |
80
+40
| +100% | +$2.95K | ﹤0.01% | 394 |
|
|
2022
Q4 | $2.71K | Hold |
40
| – | – | ﹤0.01% | 374 |
|
|
2022
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 390 |
|
|
2022
Q2 | $4K | Hold |
40
| – | – | ﹤0.01% | 356 |
|
|
2022
Q1 | $5K | Hold |
40
| – | – | ﹤0.01% | 353 |
|
|
2021
Q4 | $7K | Sell |
40
-87
| -69% | -$15.2K | ﹤0.01% | 371 |
|
|
2021
Q3 | $33K | Hold |
127
| – | – | 0.01% | 231 |
|
|
2021
Q2 | $49K | Hold |
127
| – | – | 0.02% | 205 |
|
|
2021
Q1 | $41K | Buy |
127
+7
| +6% | +$2.26K | 0.02% | 205 |
|
|
2020
Q4 | $40K | Hold |
120
| – | – | 0.02% | 204 |
|
|
2020
Q3 | $56K | Buy |
+120
| New | +$56K | 0.03% | 168 |
|