Wealth Enhancement Advisory Services’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.18M | Buy |
53,168
+9,016
| +20% | +$708K | 0.01% | 977 |
|
|
2025
Q1 | $3.26M | Sell |
44,152
-991
| -2% | -$73.1K | 0.01% | 1008 |
|
|
2024
Q4 | $3.68M | Sell |
45,143
-29,349
| -39% | -$2.4M | 0.01% | 910 |
|
|
2024
Q3 | $5.2M | Buy |
74,492
+63,181
| +559% | +$4.41M | 0.01% | 706 |
|
|
2024
Q2 | $669K | Buy |
11,311
+273
| +2% | +$16.2K | ﹤0.01% | 1471 |
|
|
2024
Q1 | $722K | Buy |
11,038
+6,206
| +128% | +$406K | ﹤0.01% | 1385 |
|
|
2023
Q4 | $347K | Sell |
4,832
-781
| -14% | -$56.2K | ﹤0.01% | 1718 |
|
|
2023
Q3 | $393K | Buy |
+5,613
| New | +$393K | ﹤0.01% | 1574 |
|