West Branch 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 | $390 | Hold |
5
| – | – | ﹤0.01% | 427 |
|
|
2025
Q1 | $369 | Hold |
5
| – | – | ﹤0.01% | 449 |
|
|
2024
Q4 | $409 | Hold |
5
| – | – | ﹤0.01% | 440 |
|
|
2024
Q3 | $349 | Hold |
5
| – | – | ﹤0.01% | 435 |
|
|
2024
Q2 | $296 | Hold |
5
| – | – | ﹤0.01% | 415 |
|
|
2024
Q1 | $327 | Hold |
5
| – | – | ﹤0.01% | 404 |
|
|
2023
Q4 | $360 | Hold |
5
| – | – | ﹤0.01% | 423 |
|
|
2023
Q3 | $350 | Hold |
5
| – | – | ﹤0.01% | 418 |
|
|
2023
Q2 | $340 | Hold |
5
| – | – | ﹤0.01% | 424 |
|
|
2023
Q1 | $370 | Hold |
5
| – | – | ﹤0.01% | 429 |
|
|
2022
Q4 | $339 | Hold |
5
| – | – | ﹤0.01% | 426 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 478 |
|
|
2022
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 417 |
|
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 415 |
|
|
2021
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 446 |
|
|
2021
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 417 |
|
|
2021
Q2 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 414 |
|