Wedmont Private Capital’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
3,499
+137
| +4% | +$10.6K | 0.01% | 613 |
|
|
2025
Q1 | $240K | Buy |
3,362
+12
| +0.4% | +$856 | 0.01% | 585 |
|
|
2024
Q4 | $266K | Buy |
3,350
+371
| +12% | +$29.5K | 0.01% | 570 |
|
|
2024
Q3 | $203K | Buy |
+2,979
| New | +$203K | 0.01% | 631 |
|
|
2024
Q2 | – | Sell |
-3,968
| Closed | -$253K | – | 674 |
|
|
2024
Q1 | $253K | Buy |
+3,968
| New | +$253K | 0.02% | 496 |
|