Avantax Advisory Services, Inc. Zoom Video Communications, Inc. Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Zoom Video Communications, Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 6,366 shares of ZM stock, worth $526,404. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,366

Previous 6,294 1.14%

Holding current value

$526,404

Previous $372,000 19.35%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$55.32 - $71.9 $3,983 - $5,176	72 Added 1.14%	6,366 $444,000
Q2 2024 Aug 09, 2024	BUY	$56.21 - $64.73 $9,780 - $11,263	174 Added 2.84%	6,294 $372,000
Q1 2024 May 08, 2024	BUY	$61.32 - $70.91 $87,871 - $101,614	1,433 Added 30.57%	6,120 $400,000
Q4 2023 Feb 07, 2024	SELL	$59.29 - $74.21 $10,435 - $13,060	-176 Reduced 3.62%	4,687 $337,000
Q3 2023 Nov 07, 2023	SELL	$64.69 - $74.0 $3,299 - $3,774	-51 Reduced 1.04%	4,863 $340,000
Q2 2023 Aug 11, 2023	SELL	$60.82 - $73.67 $86,668 - $104,979	-1,425 Reduced 22.48%	4,914 $333,000
Q1 2023 Apr 28, 2023	BUY	$65.62 - $84.66 $79,793 - $102,946	1,216 Added 23.74%	6,339 $468,000
Q4 2022 Feb 13, 2023	SELL	$65.36 - $88.32 $38,235 - $51,667	-585 Reduced 10.25%	5,123 $347,000
Q3 2022 Nov 01, 2022	BUY	$73.33 - $120.74 $14,152 - $23,302	193 Added 3.5%	5,708 $420,000
Q2 2022 Aug 02, 2022	BUY	$84.69 - $124.28 $248,480 - $364,637	2,934 Added 113.68%	5,515 $595,000
Q1 2022 Apr 27, 2022	BUY	$94.64 - $184.26 $30,190 - $58,778	319 Added 14.1%	2,581 $301,000
Q4 2021 Jan 24, 2022	SELL	$181.81 - $285.66 $119,449 - $187,678	-657 Reduced 22.51%	2,262 $416,000
Q3 2021 Oct 21, 2021	SELL	$257.41 - $401.12 $56,372 - $87,845	-219 Reduced 6.98%	2,919 $764,000
Q2 2021 Jul 29, 2021	SELL	$288.49 - $394.73 $170,786 - $233,680	-592 Reduced 15.87%	3,138 $1.22 Million
Q1 2021 May 13, 2021	BUY	$308.39 - $444.51 $501,442 - $722,773	1,626 Added 77.28%	3,730 $1.2 Million
Q4 2020 Jan 22, 2021	SELL	$337.32 - $568.34 $1.34 Million - $2.25 Million	-3,962 Reduced 65.31%	2,104 $711,000
Q3 2020 Oct 14, 2020	BUY	$231.04 - $500.53 $1.14 Million - $2.47 Million	4,937 Added 437.29%	6,066 $2.85 Million
Q2 2020 Aug 06, 2020	SELL	$113.75 - $259.51 $72,800 - $166,086	-640 Reduced 36.18%	1,129 $287,000
Q1 2020 Apr 30, 2020	BUY	$67.28 - $159.56 $119,018 - $282,261	1,769 New	1,769 $259,000

Others Institutions Holding ZM

# of Institutions

791

Shares Held

161M

Call Options Held

10.2M

Put Options Held

9.13M

View Full List

About Zoom Video Communications, Inc.

Ticker ZM
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 250,975,008
Market Cap $20.8B
Description
Zoom Video Communications, Inc. provides unified communications platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company offers Zoom Meetings that offers HD video, voice, chat, and content sharing through mobile devices, desktops, laptops, telephones, and conference room systems; Zoom Phone, an enterprise clou...

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Avantax Advisory Services, Inc. Zoom Video Communications, Inc. Transaction History