Caldwell Trust’s Zoom ZM Stock Holding History

Caldwell Trust’s Portfolio ZM Stock Details ZM Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$8.03K	Buy
2022 Q1	–	Sell
2021 Q4	$3.13K	Sell
2021 Q3	$4.97K	Buy
2021 Q2	$6.58K	Buy
2021 Q1	$3.85K	Buy