Tortoise Investment 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 | $858 | Buy |
+11
| New | +$858 | ﹤0.01% | 1005 |
|
|
2024
Q1 | – | Sell |
-8
| Closed | -$575 | – | 886 |
|
|
2023
Q4 | $575 | Sell |
8
-150
| -95% | -$10.8K | ﹤0.01% | 749 |
|
|
2023
Q3 | $11.1K | Hold |
158
| – | – | ﹤0.01% | 542 |
|
|
2023
Q2 | $10.7K | Hold |
158
| – | – | ﹤0.01% | 547 |
|
|
2023
Q1 | $11.7K | Hold |
158
| – | – | ﹤0.01% | 525 |
|
|
2022
Q4 | $10.7K | Hold |
158
| – | – | ﹤0.01% | 528 |
|
|
2022
Q3 | $12K | Buy |
158
+75
| +90% | +$5.7K | ﹤0.01% | 503 |
|
|
2022
Q2 | $9K | Hold |
83
| – | – | ﹤0.01% | 532 |
|
|
2022
Q1 | $10K | Hold |
83
| – | – | ﹤0.01% | 501 |
|
|
2021
Q4 | $15K | Sell |
83
-75
| -47% | -$13.6K | ﹤0.01% | 436 |
|
|
2021
Q3 | $41K | Hold |
158
| – | – | 0.01% | 297 |
|
|
2021
Q2 | $61K | Hold |
158
| – | – | 0.01% | 249 |
|
|
2021
Q1 | $51K | Hold |
158
| – | – | 0.01% | 258 |
|
|
2020
Q4 | $53K | Hold |
158
| – | – | 0.01% | 236 |
|
|
2020
Q3 | $74K | Buy |
158
+150
| +1,875% | +$70.3K | 0.02% | 201 |
|
|
2020
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 471 |
|
|
2020
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 534 |
|