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