Cyndeo Wealth Partners’s Zoom ZM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,537	Closed	-$326K	–	401
2023 Q4	$326K	Buy	4,537 +296	+7%	+$21.3K	0.03%	300
2023 Q3	$297K	Buy	4,241 +246	+6%	+$17.2K	0.03%	275
2023 Q2	$271K	Buy	+3,995	New	+$271K	0.03%	279