True Wealth Design’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117K | Buy |
1,496
+124
| +9% | +$9.67K | 0.04% | 89 |
|
|
2025
Q1 | $101K | Buy |
1,372
+65
| +5% | +$4.8K | 0.04% | 85 |
|
|
2024
Q4 | $107K | Buy |
1,307
+112
| +9% | +$9.14K | 0.04% | 69 |
|
|
2024
Q3 | $83.3K | Buy |
1,195
+1,184
| +10,764% | +$82.6K | 0.03% | 74 |
|
|
2024
Q2 | $652 | Buy |
11
+7
| +175% | +$415 | ﹤0.01% | 611 |
|
|
2024
Q1 | $262 | Buy |
4
+2
| +100% | +$131 | ﹤0.01% | 723 |
|
|
2023
Q4 | $144 | Hold |
2
| – | – | ﹤0.01% | 716 |
|
|
2023
Q3 | $140 | Hold |
2
| – | – | ﹤0.01% | 690 |
|
|
2023
Q2 | $136 | Buy |
2
+1
| +100% | +$68 | ﹤0.01% | 702 |
|
|
2023
Q1 | $74 | Hold |
1
| – | – | ﹤0.01% | 813 |
|
|
2022
Q4 | $68 | Buy |
+1
| New | +$68 | ﹤0.01% | 763 |
|