CPA
Capital Performance Advisors’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Buy |
5,128
+527
| +11% | +$41.1K | 0.08% | 126 |
|
|
2025
Q1 | $339K | Buy |
4,601
+446
| +11% | +$32.9K | 0.07% | 146 |
|
|
2024
Q4 | $339K | Buy |
4,155
+1,535
| +59% | +$125K | 0.11% | 84 |
|
|
2024
Q3 | $183K | Buy |
+2,620
| New | +$183K | 0.06% | 118 |
|