DWM
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Dakota Wealth Management’s Zoom ZM Stock Holding History

Dakota Wealth Management’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
Q1 		– Sell
-10,408
Closed -$849K – 808
2024
Q4 		$849K Buy
+10,408
New +$818K 0.02% 394
2021
Q3 		– Sell
-667
Closed -$258K – 372
2021
Q2 		$258K Sell
667
-190
-22% -$63.3K 0.03% 294
2021
Q1 		$275K Sell
857
-20
-2% -$7.36K 0.04% 268
2020
Q4 		$296K Sell
877
-484
-36% -$216K 0.04% 259
2020
Q3 		$640K Buy
+1,361
New +$435K 0.1% 155

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