Lyell Wealth Management, LP Zoom Video Communications, Inc. Transaction History

Lyell Wealth Management, LP

  • $1.09 Billion
  • Q3 2024

A detailed history of Lyell Wealth Management, LP transactions in Zoom Video Communications, Inc. stock. As of the latest transaction made, Lyell Wealth Management, LP holds 6,622 shares of ZM stock, worth $565,253. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,622
Previous 8,421 21.36%
Holding current value
$565,253
Previous $498,000 7.23%
% of portfolio
0.04%
Previous 0.05%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$55.32 - $71.9 $99,520 - $129,348
-1,799 Reduced 21.36%
6,622 $462,000
Q2 2024

Aug 08, 2024
SELL
$56.21 - $64.73 $4,665 - $5,372
-83 Reduced 0.98%
8,421 $498,000
Q1 2024

May 03, 2024
SELL
$61.32 - $70.91 $61,749 - $71,406
-1,007 Reduced 10.59%
8,504 $555,000
Q4 2023

Feb 02, 2024
SELL
$59.29 - $74.21 $16,008 - $20,036
-270 Reduced 2.76%
9,511 $683,000
Q3 2023

Oct 31, 2023
SELL
$64.69 - $74.0 $20,377 - $23,310
-315 Reduced 3.12%
9,781 $684,000
Q2 2023

Aug 04, 2023
SELL
$60.82 - $73.67 $235,251 - $284,955
-3,868 Reduced 27.7%
10,096 $685,000
Q1 2023

May 03, 2023
SELL
$65.62 - $84.66 $415,702 - $536,321
-6,335 Reduced 31.21%
13,964 $1.03 Million
Q4 2022

Jan 24, 2023
SELL
$65.36 - $88.32 $594,122 - $802,828
-9,090 Reduced 30.93%
20,299 $0
Q3 2022

Oct 24, 2022
SELL
$73.33 - $120.74 $118,867 - $195,719
-1,621 Reduced 5.23%
29,389 $2.16 Million
Q2 2022

Jul 28, 2022
SELL
$84.69 - $124.28 $85,113 - $124,901
-1,005 Reduced 3.14%
31,010 $3.35 Million
Q1 2022

May 04, 2022
SELL
$94.64 - $184.26 $182,087 - $354,516
-1,924 Reduced 5.67%
32,015 $3.75 Million
Q4 2021

Feb 08, 2022
SELL
$181.81 - $285.66 $358,711 - $563,607
-1,973 Reduced 5.49%
33,939 $6.24 Million
Q3 2021

Nov 10, 2021
BUY
$257.41 - $401.12 $1.27 Million - $1.98 Million
4,948 Added 15.98%
35,912 $9.39 Million
Q2 2021

Aug 09, 2021
BUY
$288.49 - $394.73 $66,929 - $91,577
232 Added 0.75%
30,964 $12 Million
Q1 2021

May 07, 2021
SELL
$308.39 - $444.51 $143,401 - $206,697
-465 Reduced 1.49%
30,732 $9.87 Million
Q4 2020

Feb 04, 2021
SELL
$337.32 - $568.34 $121,435 - $204,602
-360 Reduced 1.14%
31,197 $10.5 Million
Q3 2020

Nov 04, 2020
SELL
$231.04 - $500.53 $41,356 - $89,594
-179 Reduced 0.56%
31,557 $14.8 Million
Q2 2020

Jul 30, 2020
BUY
$113.75 - $259.51 $518,927 - $1.18 Million
4,562 Added 16.79%
31,736 $8.05 Million
Q1 2020

May 11, 2020
BUY
$67.28 - $159.56 $1.83 Million - $4.34 Million
27,174 New
27,174 $3.97 Million

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.

ZM Quotes by TradingView
  • Ticker ZM
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 250,975,008
  • Market Cap $21.4B
  • 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...
More about ZM
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