Toth Financial Advisory’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-100
| Closed | -$6.97K | – | 753 |
|
|
2024
Q3 | $6.97K | Sell |
100
-100
| -50% | -$6.97K | ﹤0.01% | 485 |
|
|
2024
Q2 | $11.8K | Hold |
200
| – | – | ﹤0.01% | 446 |
|
|
2024
Q1 | $13.1K | Buy |
200
+100
| +100% | +$6.54K | ﹤0.01% | 425 |
|
|
2023
Q4 | $7.19K | Hold |
100
| – | – | ﹤0.01% | 487 |
|
|
2023
Q3 | $6.99K | Hold |
100
| – | – | ﹤0.01% | 478 |
|
|
2023
Q2 | $6.79K | Hold |
100
| – | – | ﹤0.01% | 510 |
|
|
2023
Q1 | $7.38K | Hold |
100
| – | – | ﹤0.01% | 496 |
|
|
2022
Q4 | $6.77K | Sell |
100
-192
| -66% | -$13K | ﹤0.01% | 472 |
|
|
2022
Q3 | $21K | Hold |
292
| – | – | ﹤0.01% | 372 |
|
|
2022
Q2 | $32K | Buy |
292
+15
| +5% | +$1.64K | 0.01% | 325 |
|
|
2022
Q1 | $32K | Hold |
277
| – | – | ﹤0.01% | 331 |
|
|
2021
Q4 | $51K | Hold |
277
| – | – | 0.01% | 299 |
|
|
2021
Q3 | $72K | Hold |
277
| – | – | 0.01% | 268 |
|
|
2021
Q2 | $107K | Sell |
277
-100
| -27% | -$38.6K | 0.02% | 217 |
|
|
2021
Q1 | $121K | Hold |
377
| – | – | 0.02% | 221 |
|
|
2020
Q4 | $127K | Hold |
377
| – | – | 0.02% | 207 |
|
|
2020
Q3 | $177K | Sell |
377
-8
| -2% | -$3.76K | 0.03% | 188 |
|
|
2020
Q2 | $98K | Buy |
385
+75
| +24% | +$19.1K | 0.02% | 196 |
|
|
2020
Q1 | $45K | Buy |
310
+150
| +94% | +$21.8K | 0.01% | 186 |
|
|
2019
Q4 | $11K | Sell |
160
-500
| -76% | -$34.4K | ﹤0.01% | 294 |
|
|
2019
Q3 | $50K | Hold |
660
| – | – | 0.01% | 228 |
|
|
2019
Q2 | $59K | Buy |
+660
| New | +$59K | 0.01% | 214 |
|