WealthPlan Investment Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,573
| Closed | -$330K | – | 261 |
|
|
2024
Q2 | $330K | Sell |
5,573
-634
| -10% | -$37.5K | 0.05% | 144 |
|
|
2024
Q1 | $406K | Buy |
6,207
+38
| +0.6% | +$2.48K | 0.06% | 130 |
|
|
2023
Q4 | $444K | Sell |
6,169
-101
| -2% | -$7.26K | 0.07% | 127 |
|
|
2023
Q3 | $439K | Buy |
6,270
+5,802
| +1,240% | +$406K | 0.08% | 119 |
|
|
2023
Q2 | $31.8K | Sell |
468
-5,090
| -92% | -$346K | 0.01% | 223 |
|
|
2023
Q1 | $410K | Buy |
5,558
+1,087
| +24% | +$80.3K | 0.07% | 126 |
|
|
2022
Q4 | $342K | Buy |
4,471
+89
| +2% | +$6.81K | 0.02% | 294 |
|
|
2022
Q3 | $306K | Buy |
+4,382
| New | +$306K | 0.02% | 300 |
|
|
2022
Q1 | $452K | Buy |
+4,542
| New | +$452K | 0.03% | 264 |
|