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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Carolina Wealth Advisors's ZM Position: Q2 2025 in Review

Carolina Wealth Advisors sold out of Zoom (ZM) in Q2 2025, closing a stake of 10 shares — an estimated $738 sold.

Carolina Wealth Advisors first reported a position in ZM in Q2 2020 and held it in 18 quarters. The position peaked at $13K in Q3 2020. 719 funds tracked by Wall St. Rank hold ZM as of Q2 2025.

Carolina Wealth Advisors reported no remaining Zoom position as of Q2 2025 after selling out during the quarter.
Carolina Wealth Advisors sold 10 Zoom shares in Q2 2025, an estimated $738.
Carolina Wealth Advisors first reported a position in Zoom in Q2 2020 and held it in 18 quarters.
Carolina Wealth Advisors's Zoom position peaked at $13K in Q3 2020.
719 funds tracked by Wall St. Rank held Zoom as of Q2 2025.

Based on Carolina Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.