Truist Financial’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $558K | Buy |
7,150
+1,192
| +20% | +$93K | ﹤0.01% | 1896 |
|
2025
Q1 | $440K | Sell |
5,958
-162
| -3% | -$12K | ﹤0.01% | 1925 |
|
2024
Q4 | $499K | Buy |
6,120
+297
| +5% | +$24.2K | ﹤0.01% | 1862 |
|
2024
Q3 | $406K | Buy |
5,823
+822
| +16% | +$57.3K | ﹤0.01% | 1962 |
|
2024
Q2 | $296K | Buy |
+5,001
| New | +$296K | ﹤0.01% | 2289 |
|
2024
Q1 | – | Sell |
-3,608
| Closed | -$259K | – | 2744 |
|
2023
Q4 | $259K | Buy |
3,608
+28
| +0.8% | +$2.01K | ﹤0.01% | 2383 |
|
2023
Q3 | $250K | Sell |
3,580
-936
| -21% | -$65.5K | ﹤0.01% | 2337 |
|
2023
Q2 | $307K | Buy |
4,516
+497
| +12% | +$33.7K | ﹤0.01% | 2223 |
|
2023
Q1 | $297K | Buy |
4,019
+30
| +0.8% | +$2.22K | ﹤0.01% | 2246 |
|
2022
Q4 | $270K | Sell |
3,989
-2,158
| -35% | -$146K | ﹤0.01% | 2270 |
|
2022
Q3 | $452K | Sell |
6,147
-796
| -11% | -$58.5K | ﹤0.01% | 1872 |
|
2022
Q2 | $750K | Sell |
6,943
-2,884
| -29% | -$312K | ﹤0.01% | 1681 |
|
2022
Q1 | $1.15M | Sell |
9,827
-2,405
| -20% | -$282K | ﹤0.01% | 1560 |
|
2021
Q4 | $2.25M | Sell |
12,232
-2,486
| -17% | -$457K | ﹤0.01% | 1234 |
|
2021
Q3 | $3.85M | Buy |
14,718
+2,156
| +17% | +$564K | 0.01% | 982 |
|
2021
Q2 | $4.86M | Sell |
12,562
-178
| -1% | -$68.9K | 0.01% | 892 |
|
2021
Q1 | $4.09M | Buy |
12,740
+2,364
| +23% | +$759K | 0.01% | 921 |
|
2020
Q4 | $3.5M | Buy |
10,376
+956
| +10% | +$322K | 0.01% | 947 |
|
2020
Q3 | $4.43M | Buy |
9,420
+387
| +4% | +$182K | 0.01% | 769 |
|
2020
Q2 | $2.29M | Sell |
9,033
-13,284
| -60% | -$3.37M | 0.01% | 969 |
|
2020
Q1 | $3.26M | Buy |
+22,317
| New | +$3.26M | 0.01% | 792 |
|