Exencial Wealth Advisors’s Zoom ZM Stock Holding History

Exencial Wealth Advisors’s Portfolio ZM Stock Details ZM Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$259K	Buy
2022 Q2	–	Sell
2022 Q1	$3.26M	Buy
2021 Q4	$4.03M	Buy
2021 Q3	$575K	Buy
2021 Q2	$384K	Hold
2021 Q1	$319K	Buy
2020 Q4	–	Sell
2020 Q3	$619K	Buy