Wellington Management Group’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.48M | Sell |
18,370
-3,784
| -17% | -$317K | ﹤0.01% | 1605 |
|
|
2025
Q4 | $1.91M | Buy |
22,154
+1,024
| +5% | +$86.2K | ﹤0.01% | 1609 |
|
|
2025
Q3 | $1.74M | Sell |
21,130
-250
| -1% | -$19.5K | ﹤0.01% | 1668 |
|
|
2025
Q2 | $1.67M | Sell |
21,380
-9,641
| -31% | -$745K | ﹤0.01% | 1616 |
|
|
2025
Q1 | $2.29M | Sell |
31,021
-696
| -2% | -$55.5K | ﹤0.01% | 1527 |
|
|
2024
Q4 | $2.59M | Sell |
31,717
-25
| -0.1% | -$1.97K | ﹤0.01% | 1515 |
|
|
2024
Q3 | $2.21M | Sell |
31,742
-5,101
| -14% | -$319K | ﹤0.01% | 1520 |
|
|
2024
Q2 | $2.18M | Sell |
36,843
-187,968
| -84% | -$11.5M | ﹤0.01% | 1495 |
|
|
2024
Q1 | $14.7M | Sell |
224,811
-58,197
| -21% | -$3.88M | ﹤0.01% | 1018 |
|
|
2023
Q4 | $20.4M | Sell |
283,008
-271,257
| -49% | -$17.9M | ﹤0.01% | 934 |
|
|
2023
Q3 | $38.8M | Sell |
554,265
-76,071
| -12% | -$5.28M | 0.01% | 755 |
|
|
2023
Q2 | $42.8M | Buy |
630,336
+543,492
| +626% | +$36.3M | 0.01% | 750 |
|
|
2023
Q1 | $6.41M | Buy |
86,844
+63,493
| +272% | +$4.57M | ﹤0.01% | 1217 |
|
|
2022
Q4 | $1.58M | Buy |
23,351
+10,321
| +79% | +$784K | ﹤0.01% | 1551 |
|
|
2022
Q3 | $960K | Sell |
13,030
-16,282
| -56% | -$1.55M | ﹤0.01% | 1664 |
|
|
2022
Q2 | $3.17M | Buy |
29,312
+21,866
| +294% | +$2.31M | ﹤0.01% | 1437 |
|
|
2022
Q1 | $873K | Sell |
7,446
-367
| -5% | -$49.9K | ﹤0.01% | 1762 |
|
|
2021
Q4 | $1.44M | Sell |
7,813
-28,609
| -79% | -$6.73M | ﹤0.01% | 1740 |
|
|
2021
Q3 | $9.53M | Sell |
36,422
-64,113
| -64% | -$21.6M | ﹤0.01% | 1302 |
|
|
2021
Q2 | $38.9M | Sell |
100,535
-18,838
| -16% | -$6.27M | 0.01% | 905 |
|
|
2021
Q1 | $38.4M | Buy |
119,373
+101,281
| +560% | +$37.3M | 0.01% | 888 |
|
|
2020
Q4 | $6.1M | Buy |
18,092
+15,651
| +641% | +$6.98M | ﹤0.01% | 1284 |
|
|
2020
Q3 | $1.15M | Sell |
2,441
-1,960
| -45% | -$627K | ﹤0.01% | 1524 |
|
|
2020
Q2 | $1.12M | Sell |
4,401
-766,513
| -99% | -$138M | ﹤0.01% | 1469 |
|
|
2020
Q1 | $113M | Sell |
770,914
-1,425,708
| -65% | -$141M | 0.03% | 439 |
|
|
2019
Q4 | $149M | Buy |
+2,196,622
| New | +$151M | 0.03% | 472 |
|
Other funds holding ZM
VPM
VCM