A detailed history of Surevest, LLC transactions in Zoom Video Communications, Inc. stock. As of the latest transaction made, Surevest, LLC holds 11,744 shares of ZM stock, worth $816,795. This represents 0.24% of its overall portfolio holdings.

Number of Shares
11,744
Previous 9,784 20.03%
Holding current value
$816,795
Previous $1.06 Million 18.18%
% of portfolio
0.24%
Previous 0.28%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

BUY
$73.33 - $120.74 $143,726 - $236,650
1,960 Added 20.03%
11,744 $864,000
Q2 2022

Aug 15, 2022

BUY
$84.69 - $124.28 $88,839 - $130,369
1,049 Added 12.01%
9,784 $1.06 Million
Q1 2022

May 16, 2022

BUY
$94.64 - $184.26 $157,954 - $307,529
1,669 Added 23.62%
8,735 $1.02 Million
Q4 2021

Feb 11, 2022

SELL
$181.81 - $285.66 $1.51 Million - $2.37 Million
-8,310 Reduced 54.05%
7,066 $1.3 Million
Q3 2021

Oct 13, 2021

BUY
$257.41 - $401.12 $345,959 - $539,105
1,344 Added 9.58%
15,376 $4.02 Million
Q2 2021

Aug 06, 2021

BUY
$288.49 - $394.73 $950,286 - $1.3 Million
3,294 Added 30.68%
14,032 $5.43 Million
Q1 2021

Apr 19, 2021

SELL
$308.39 - $444.51 $104,852 - $151,133
-340 Reduced 3.07%
10,738 $3.45 Million
Q4 2020

Feb 04, 2021

BUY
$337.32 - $568.34 $3.74 Million - $6.3 Million
11,078 New
11,078 $3.74 Million

Others Institutions Holding ZM

About Zoom Video Communications, Inc.


  • Ticker ZM
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 250,975,008
  • Market Cap $17.5B
  • 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
Track This Portfolio

Track Surevest, LLC Portfolio

Follow Surevest, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Surevest, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Surevest, LLC with notifications on news.