EP Wealth Advisors’s Zoom ZM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$746K	Buy	9,562 +530	+6%	+$41.3K	﹤0.01%	644
2025 Q1	$666K	Sell	9,032 -84	-0.9%	-$6.2K	0.01%	611
2024 Q4	$744K	Buy	9,116 +355	+4%	+$29K	0.01%	579
2024 Q3	$611K	Buy	+8,761	New	+$611K	0.01%	632