Accurate Wealth Management’s Zoom ZM Stock Holding History

Accurate Wealth Management’s Portfolio ZM Stock Details ZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.37M	Buy
2025 Q1	$2.85M	Buy
2024 Q4	$2.26M	Buy
2024 Q3	$1.45M	Buy
2024 Q2	$943K	Buy
2024 Q1	$670K	Buy
2023 Q4	$266K	Buy
2023 Q1	–	Sell
2022 Q4	$25.7K	Buy