Center for Financial Planning’s Zomedica Corp. ZOM Stock Holding History

Center for Financial Planning’s Portfolio ZOM Stock Details ZOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,000	Closed	-$600	–	753
2024 Q4	$600	Hold	5,000	–	–	﹤0.01%	628
2024 Q3	$686	Hold	5,000	–	–	﹤0.01%	535
2024 Q2	$731	Hold	5,000	–	–	﹤0.01%	539
2024 Q1	$730	Hold	5,000	–	–	﹤0.01%	566
2023 Q4	$1K	Hold	5,000	–	–	﹤0.01%	485
2023 Q3	$836	Hold	5,000	–	–	﹤0.01%	488
2023 Q2	$1K	Hold	5,000	–	–	﹤0.01%	520
2023 Q1	$1.06K	Hold	5,000	–	–	﹤0.01%	480
2022 Q4	$815	Hold	5,000	–	–	﹤0.01%	490
2022 Q3	$1K	Hold	5,000	–	–	﹤0.01%	633
2022 Q2	$1K	Hold	5,000	–	–	﹤0.01%	523
2022 Q1	$2K	Buy	+5,000	New	+$1.64K	﹤0.01%	487

Other funds holding ZOM

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

JWM

Jackson Wealth Management Lake Mary, Florida $972M AUM 22.58% 1-Year Est. Return

GJIA

Glass Jacobson Investment Advisors Owings Mills, Maryland $290M AUM 17.7% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Center for Financial Planning's ZOM Position: Q1 2025 in Review

Center for Financial Planning sold out of Zomedica Corp. (ZOM) in Q1 2025, closing a stake of 5,000 shares — an estimated $600 sold.

Center for Financial Planning first reported a position in ZOM in Q1 2022 and held it in 12 quarters. The position peaked at $2K in Q1 2022. 23 funds tracked by Wall St. Rank hold ZOM as of Q1 2025.

Center for Financial Planning reported no remaining Zomedica Corp. position as of Q1 2025 after selling out during the quarter.
Center for Financial Planning sold 5,000 Zomedica Corp. shares in Q1 2025, an estimated $600.
Center for Financial Planning first reported a position in Zomedica Corp. in Q1 2022 and held it in 12 quarters.
Center for Financial Planning's Zomedica Corp. position peaked at $2K in Q1 2022.
23 funds tracked by Wall St. Rank held Zomedica Corp. as of Q1 2025.

Based on Center for Financial Planning's 13F filing for Q1 2025, filed 22 Apr 2025.