CPG
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Cornerstone Planning Group’s Zoom ZM Stock Holding History

Cornerstone Planning Group’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$574 Buy
8
+4
+100% +$287 ﹤0.01% 1256
2025
Q1 		$291 Buy
+4
New +$291 ﹤0.01% 1424