Trivest Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-168,000
| Closed | -$13.7M | – | 53 |
|
|
2024
Q4 | $13.7M | Buy |
+168,000
| New | +$13.7M | 0.62% | 35 |
|
|
2023
Q3 | – | Sell |
-10,000
| Closed | -$679K | – | 31 |
|
|
2023
Q2 | $679K | Buy |
+10,000
| New | +$679K | 0.02% | 25 |
|
|
2020
Q3 | – | Sell |
-290,000
| Closed | -$73.5M | – | 11 |
|
|
2020
Q2 | $73.5M | Sell |
290,000
-24,000
| -8% | -$6.08M | 9.93% | 5 |
|
|
2020
Q1 | $45.9M | Buy |
+314,000
| New | +$45.9M | 9.26% | 6 |
|