AWM
Accurate Wealth Management’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.37M | Buy |
44,939
+4,970
| +12% | +$373K | 0.52% | 38 |
|
|
2025
Q1 | $2.85M | Buy |
39,969
+11,589
| +41% | +$827K | 0.54% | 46 |
|
|
2024
Q4 | $2.26M | Buy |
28,380
+7,124
| +34% | +$566K | 0.43% | 65 |
|
|
2024
Q3 | $1.45M | Buy |
21,256
+5,091
| +31% | +$348K | 0.29% | 88 |
|
|
2024
Q2 | $943K | Buy |
16,165
+4,892
| +43% | +$285K | 0.23% | 94 |
|
|
2024
Q1 | $670K | Buy |
11,273
+7,393
| +191% | +$440K | 0.2% | 116 |
|
|
2023
Q4 | $266K | Buy |
+3,880
| New | +$266K | 0.08% | 220 |
|
|
2023
Q1 | – | Sell |
-363
| Closed | -$25.7K | – | 1513 |
|
|
2022
Q4 | $25.7K | Buy |
+363
| New | +$25.7K | 0.01% | 612 |
|