Forvis Mazars Wealth Advisors’s Zoom ZM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-1,416	Closed	-$666K	–	364
2020 Q3	$666K	Sell	1,416 -158	-10%	-$74.3K	0.04%	171
2020 Q2	$399K	Buy	+1,574	New	+$399K	0.03%	218