Carolina Wealth Advisors’s Zoom ZM Stock Holding History

Carolina Wealth Advisors’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	–	Sell	-10	Closed	-$738	–	312
2025 Q1	$738	Hold	10	–	–	﹤0.01%	258
2024 Q4	$816	Buy	+10	New	+$786	﹤0.01%	268
2024 Q2	–	Sell	-13	Closed	-$849	–	237
2024 Q1	$849	Hold	13	–	–	﹤0.01%	203
2023 Q4	$934	Hold	13	–	–	﹤0.01%	223
2023 Q3	$909	Hold	13	–	–	﹤0.01%	237
2023 Q2	$882	Sell	13 -2	-13%	-$134	﹤0.01%	228
2023 Q1	$1.11K	Buy	15 +2	+15%	+$144	﹤0.01%	234
2022 Q4	$1K	Hold	13	–	–	﹤0.01%	227
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	236
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	260
2022 Q1	$2K	Hold	13	–	–	﹤0.01%	253
2021 Q4	$2K	Hold	13	–	–	﹤0.01%	252
2021 Q3	$3K	Sell	13 -15	-54%	-$5.06K	﹤0.01%	237
2021 Q2	$11K	Hold	28	–	–	0.01%	189
2021 Q1	$9K	Hold	28	–	–	0.01%	210
2020 Q4	$9K	Hold	28	–	–	0.01%	153
2020 Q3	$13K	Sell	28 -12	-30%	-$3.84K	0.01%	127
2020 Q2	$10K	Buy	+40	New	+$7.2K	0.01%	118

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return