United Capital Financial Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,864
| Closed | -$343K | – | 1231 |
|
|
2021
Q4 | $343K | Sell |
1,864
-81
| -4% | -$14.9K | ﹤0.01% | 977 |
|
|
2021
Q3 | $509K | Sell |
1,945
-2,917
| -60% | -$763K | ﹤0.01% | 849 |
|
|
2021
Q2 | $1.88M | Buy |
4,862
+254
| +6% | +$98.3K | 0.01% | 551 |
|
|
2021
Q1 | $1.48M | Buy |
4,608
+92
| +2% | +$29.6K | 0.01% | 570 |
|
|
2020
Q4 | $1.52M | Buy |
4,516
+2,514
| +126% | +$848K | 0.01% | 565 |
|
|
2020
Q3 | $941K | Buy |
2,002
+371
| +23% | +$174K | 0.01% | 676 |
|
|
2020
Q2 | $414K | Buy |
1,631
+249
| +18% | +$63.2K | ﹤0.01% | 923 |
|
|
2020
Q1 | $202K | Buy |
+1,382
| New | +$202K | ﹤0.01% | 1066 |
|