West Family Investments’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,355
| Closed | -$1.14M | – | 274 |
|
|
2023
Q4 | $1.14M | Hold |
16,355
| – | – | 0.39% | 53 |
|
|
2023
Q3 | $1.14M | Hold |
16,355
| – | – | 0.4% | 53 |
|
|
2023
Q2 | $1.11M | Buy |
16,355
+28
| +0.2% | +$1.9K | 0.43% | 53 |
|
|
2023
Q1 | $1.21M | Buy |
16,327
+327
| +2% | +$24.1K | 0.48% | 51 |
|
|
2022
Q4 | $1.08M | Sell |
16,000
-45
| -0.3% | -$3.05K | 0.37% | 56 |
|
|
2022
Q3 | $1.18M | Sell |
16,045
-2,277
| -12% | -$168K | 0.49% | 42 |
|
|
2022
Q2 | $1.98M | Buy |
18,322
+1,700
| +10% | +$184K | 0.78% | 26 |
|
|
2022
Q1 | $1.95M | Buy |
16,622
+15,524
| +1,414% | +$1.82M | 0.55% | 34 |
|
|
2021
Q4 | $202K | Buy |
+1,098
| New | +$202K | 0.06% | 300 |
|
|
2021
Q3 | – | Sell |
-1,031
| Closed | -$399K | – | 390 |
|
|
2021
Q2 | $399K | Buy |
+1,031
| New | +$399K | 0.11% | 169 |
|