Wealthfront Advisers’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $897K | Buy |
11,501
+999
| +10% | +$77.9K | ﹤0.01% | 699 |
|
|
2025
Q1 | $775K | Sell |
10,502
-1,774
| -14% | -$131K | ﹤0.01% | 709 |
|
|
2024
Q4 | $1M | Buy |
12,276
+4,733
| +63% | +$386K | ﹤0.01% | 668 |
|
|
2024
Q3 | $526K | Buy |
+7,543
| New | +$526K | ﹤0.01% | 757 |
|
|
2023
Q4 | – | Sell |
-9,475
| Closed | -$663K | – | 876 |
|
|
2023
Q3 | $663K | Buy |
9,475
+3,697
| +64% | +$259K | ﹤0.01% | 639 |
|
|
2023
Q2 | $392K | Sell |
5,778
-148
| -2% | -$10K | ﹤0.01% | 727 |
|
|
2023
Q1 | $438K | Buy |
5,926
+1,834
| +45% | +$135K | ﹤0.01% | 690 |
|
|
2022
Q4 | $277K | Sell |
4,092
-5,527
| -57% | -$374K | ﹤0.01% | 730 |
|
|
2022
Q3 | $708K | Sell |
9,619
-3,676
| -28% | -$271K | ﹤0.01% | 536 |
|
|
2022
Q2 | $1.44M | Buy |
13,295
+7,620
| +134% | +$822K | 0.01% | 432 |
|
|
2022
Q1 | $665K | Buy |
5,675
+229
| +4% | +$26.8K | ﹤0.01% | 584 |
|
|
2021
Q4 | $1M | Buy |
+5,446
| New | +$1M | ﹤0.01% | 494 |
|
|
2021
Q3 | – | Sell |
-7,558
| Closed | -$2.93M | – | 712 |
|
|
2021
Q2 | $2.93M | Buy |
+7,558
| New | +$2.93M | 0.01% | 229 |
|