Venturi Wealth Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Sell |
2,882
-957
| -25% | -$74.6K | 0.01% | 497 |
|
|
2025
Q1 | $283K | Buy |
3,839
+1,340
| +54% | +$98.9K | 0.01% | 451 |
|
|
2024
Q4 | $204K | Buy |
2,499
+1,736
| +228% | +$142K | 0.01% | 539 |
|
|
2024
Q3 | $53.2K | Buy |
763
+274
| +56% | +$19.1K | ﹤0.01% | 744 |
|
|
2024
Q2 | $28.9K | Buy |
489
+138
| +39% | +$8.17K | ﹤0.01% | 832 |
|
|
2024
Q1 | $22.9K | Buy |
351
+9
| +3% | +$588 | ﹤0.01% | 698 |
|
|
2023
Q4 | $24.6K | Buy |
342
+98
| +40% | +$7.05K | ﹤0.01% | 641 |
|
|
2023
Q3 | $17.1K | Buy |
+244
| New | +$17.1K | ﹤0.01% | 673 |
|
|
2023
Q2 | – | Sell |
-40
| Closed | -$2.95K | – | 1300 |
|
|
2023
Q1 | $2.95K | Buy |
+40
| New | +$2.95K | ﹤0.01% | 937 |
|