DWM
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Dogwood Wealth Management’s Zoom ZM Stock Holding History

Dogwood 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
2026
Q2 		$1.21K Buy
+14
New +$1.32K ﹤0.01% 751
2026
Q1 		– Sell
-21
Closed -$1.81K – 931
2025
Q4 		$1.81K Buy
+21
New +$1.77K ﹤0.01% 573
2025
Q3 		– Sell
-53
Closed -$4.1K – 817
2025
Q2 		$4.1K Buy
+53
New +$4.1K ﹤0.01% 506
2024
Q4 		– Hold
0
– -$2 – 656
2024
Q3 		– Hold
0
– – – 526
2024
Q2 		– Hold
0
– – – 554
2024
Q1 		– Hold
0
– – – 558
2023
Q4 		– Hold
0
– – – 519

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AAP
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P
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AC
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AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CA
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FIA
FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return
GPWM
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WC
Wynn Capital Augusta, Georgia $224M AUM 31.2% 1-Year Est. Return