Wedbush Securities’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,850
| Closed | -$228K | – | 1260 |
|
|
2024
Q2 | $228K | Sell |
3,850
-2,006
| -34% | -$123K | 0.01% | 1001 |
|
|
2024
Q1 | $383K | Buy |
5,856
+683
| +13% | +$45.5K | 0.01% | 753 |
|
|
2023
Q4 | $372K | Sell |
5,173
-568
| -10% | -$37.6K | 0.02% | 674 |
|
|
2023
Q3 | $402K | Sell |
5,741
-634
| -10% | -$44K | 0.02% | 600 |
|
|
2023
Q2 | $433K | Sell |
6,375
-19
| -0.3% | -$1.27K | 0.02% | 599 |
|
|
2023
Q1 | $472K | Buy |
6,394
+810
| +15% | +$58.4K | 0.02% | 559 |
|
|
2022
Q4 | $378K | Sell |
5,584
-740
| -12% | -$56.2K | 0.02% | 620 |
|
|
2022
Q3 | $465K | Sell |
6,324
-715
| -10% | -$68.1K | 0.03% | 532 |
|
|
2022
Q2 | $760K | Sell |
7,039
-1,770
| -20% | -$187K | 0.04% | 370 |
|
|
2022
Q1 | $1.03M | Buy |
8,809
+1,106
| +14% | +$150K | 0.05% | 333 |
|
|
2021
Q4 | $1.42M | Sell |
7,703
-1,471
| -16% | -$346K | 0.06% | 272 |
|
|
2021
Q3 | $2.4M | Buy |
9,174
+530
| +6% | +$179K | 0.11% | 152 |
|
|
2021
Q2 | $3.35M | Sell |
8,644
-271
| -3% | -$90.3K | 0.16% | 107 |
|
|
2021
Q1 | $2.86M | Buy |
8,915
+3,251
| +57% | +$1.2M | 0.16% | 107 |
|
|
2020
Q4 | $1.91M | Sell |
5,664
-1,423
| -20% | -$634K | 0.17% | 128 |
|
|
2020
Q3 | $3.33M | Sell |
7,087
-892
| -11% | -$285K | 0.32% | 61 |
|
|
2020
Q2 | $2.02M | Sell |
7,979
-1,611
| -17% | -$290K | 0.19% | 114 |
|
|
2020
Q1 | $1.4M | Buy |
9,590
+6,017
| +168% | +$594K | 0.17% | 129 |
|
|
2019
Q4 | $243K | Sell |
3,573
-259
| -7% | -$17.8K | 0.02% | 768 |
|
|
2019
Q3 | $292K | Buy |
3,832
+1,352
| +55% | +$122K | 0.03% | 649 |
|
|
2019
Q2 | $220K | Buy |
+2,480
| New | +$204K | 0.02% | 777 |
|
Other funds holding ZM
NMO
