Whittier Trust’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-25
| Closed | -$1.95K | – | 1633 |
|
|
2025
Q2 | $1.95K | Hold |
25
| – | – | ﹤0.01% | 1413 |
|
|
2025
Q1 | $1.84K | Hold |
25
| – | – | ﹤0.01% | 1400 |
|
|
2024
Q4 | $2.04K | Sell |
25
-50
| -67% | -$3.93K | ﹤0.01% | 1453 |
|
|
2024
Q3 | $5.23K | Buy |
75
+25
| +50% | +$1.56K | ﹤0.01% | 1370 |
|
|
2024
Q2 | $2.96K | Sell |
50
-75
| -60% | -$4.61K | ﹤0.01% | 1398 |
|
|
2024
Q1 | $8.17K | Sell |
125
-3,700
| -97% | -$247K | ﹤0.01% | 1297 |
|
|
2023
Q4 | $275K | Buy |
3,825
+3,700
| +2,960% | +$245K | ﹤0.01% | 583 |
|
|
2023
Q3 | $8.74K | Hold |
125
| – | – | ﹤0.01% | 1293 |
|
|
2023
Q2 | $8.48K | Hold |
125
| – | – | ﹤0.01% | 1290 |
|
|
2023
Q1 | $9.23K | Sell |
125
-4
| -3% | -$288 | ﹤0.01% | 1317 |
|
|
2022
Q4 | $8.74K | Sell |
129
-430
| -77% | -$32.7K | ﹤0.01% | 1320 |
|
|
2022
Q3 | $41K | Buy |
559
+257
| +85% | +$24.5K | ﹤0.01% | 1005 |
|
|
2022
Q2 | $33K | Hold |
302
| – | – | ﹤0.01% | 1052 |
|
|
2022
Q1 | $35K | Sell |
302
-200
| -40% | -$27.2K | ﹤0.01% | 1066 |
|
|
2021
Q4 | $92K | Buy |
502
+177
| +54% | +$41.6K | ﹤0.01% | 845 |
|
|
2021
Q3 | $85K | Hold |
325
| – | – | ﹤0.01% | 817 |
|
|
2021
Q2 | $126K | Sell |
325
-40
| -11% | -$13.3K | ﹤0.01% | 746 |
|
|
2021
Q1 | $117K | Sell |
365
-87
| -19% | -$32K | ﹤0.01% | 749 |
|
|
2020
Q4 | $152K | Buy |
452
+87
| +24% | +$38.8K | ﹤0.01% | 642 |
|
|
2020
Q3 | $172K | Buy |
365
+200
| +121% | +$64K | ﹤0.01% | 601 |
|
|
2020
Q2 | $42K | Hold |
165
| – | – | ﹤0.01% | 825 |
|
|
2020
Q1 | $24K | Buy |
+165
| New | +$16.3K | ﹤0.01% | 952 |
|
Other funds holding ZM
