V Wealth Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,363
| Closed | -$364K | – | 379 |
|
|
2023
Q2 | $364K | Buy |
5,363
+327
| +6% | +$22.2K | 0.06% | 248 |
|
|
2023
Q1 | $372K | Buy |
5,036
+598
| +13% | +$44.2K | 0.07% | 245 |
|
|
2022
Q4 | $301K | Sell |
4,438
-2,679
| -38% | -$181K | 0.06% | 278 |
|
|
2022
Q3 | $523K | Sell |
7,117
-1,167
| -14% | -$85.8K | 0.1% | 188 |
|
|
2022
Q2 | $895K | Sell |
8,284
-281
| -3% | -$30.4K | 0.17% | 147 |
|
|
2022
Q1 | $1M | Buy |
8,565
+3,357
| +64% | +$394K | 0.16% | 150 |
|
|
2021
Q4 | $958K | Sell |
5,208
-712
| -12% | -$131K | 0.14% | 163 |
|
|
2021
Q3 | $1.55M | Buy |
5,920
+4
| +0.1% | +$1.05K | 0.24% | 96 |
|
|
2021
Q2 | $2.29M | Buy |
5,916
+962
| +19% | +$372K | 0.36% | 62 |
|
|
2021
Q1 | $1.59M | Sell |
4,954
-81
| -2% | -$26K | 0.29% | 82 |
|
|
2020
Q4 | $1.7M | Buy |
5,035
+530
| +12% | +$179K | 0.35% | 64 |
|
|
2020
Q3 | $2.12M | Sell |
4,505
-778
| -15% | -$366K | 1.47% | 13 |
|
|
2020
Q2 | $1.34M | Buy |
+5,283
| New | +$1.34M | 0.35% | 70 |
|