AAS
ZM icon

Annex Advisory Services’s Zoom ZM Stock Holding History

Annex Advisory Services’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
Q3 		– Sell
-6,250
Closed -$487K – 349
2025
Q2 		$487K Sell
6,250
-12
-0.2% -$928 0.01% 220
2025
Q1 		$462K Sell
6,262
-12
-0.2% -$956 0.01% 223
2024
Q4 		$512K Sell
6,274
-5
-0.1% -$393 0.02% 210
2024
Q3 		$438K Sell
6,279
-6
-0.1% -$375 0.01% 197
2024
Q2 		$372K Hold
6,285
– – 0.01% 209
2024
Q1 		$411K Buy
6,285
+20
+0.3% +$1.33K 0.01% 197
2023
Q4 		$451K Sell
6,265
-100
-2% -$6.61K 0.02% 181
2023
Q3 		$445K Hold
6,365
– – 0.03% 156
2023
Q2 		$432K Hold
6,365
– – 0.02% 156
2023
Q1 		$470K Hold
6,365
– – 0.03% 143
2022
Q4 		$431K Hold
6,365
– – 0.02% 158
2022
Q3 		$468K Sell
6,365
-104
-2% -$9.9K 0.03% 150
2022
Q2 		$698K Buy
6,469
+64
+1% +$6.75K 0.05% 140
2022
Q1 		$751K Sell
6,405
-104
-2% -$14.1K 0.05% 135
2021
Q4 		$1.2M Sell
6,509
-7,794
-54% -$1.83M 0.08% 118
2021
Q3 		$3.74M Sell
14,303
-11
-0.1% -$3.71K 0.31% 55
2021
Q2 		$5.55M Buy
14,314
+2,639
+23% +$879K 0.45% 34
2021
Q1 		$3.75M Buy
11,675
+6,005
+106% +$2.21M 0.36% 51
2020
Q4 		$1.91M Buy
+5,670
New +$2.53M 0.19% 79

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