Focus Partners Wealth’s Zoom ZM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.72M Buy
2025
Q2
$4.8M Sell
2025
Q1
$7.04M Sell
2024
Q4
$8.67M Buy
2024
Q3
$5.57M Buy
2024
Q2
$1.47M Buy
2024
Q1
$1.62M Buy