World Equity Group’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,595
| Closed | -$212K | – | 393 |
|
|
2024
Q4 | $212K | Buy |
+2,595
| New | +$212K | 0.05% | 337 |
|
|
2023
Q4 | – | Sell |
-2,969
| Closed | -$208K | – | 376 |
|
|
2023
Q3 | $208K | Sell |
2,969
-55
| -2% | -$3.85K | 0.04% | 321 |
|
|
2023
Q2 | $205K | Buy |
+3,024
| New | +$205K | 0.06% | 298 |
|
|
2023
Q1 | – | Sell |
-4,584
| Closed | -$311K | – | 596 |
|
|
2022
Q4 | $311K | Sell |
4,584
-150
| -3% | -$10.2K | 0.07% | 246 |
|
|
2022
Q3 | $348K | Sell |
4,734
-1,280
| -21% | -$94.2K | 0.09% | 217 |
|
|
2022
Q2 | $649K | Buy |
6,014
+1,480
| +33% | +$160K | 0.16% | 148 |
|
|
2022
Q1 | $532K | Buy |
+4,534
| New | +$532K | 0.11% | 199 |
|