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GeoWealth Management’s Zoom ZM Stock Holding History

GeoWealth Management’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$88K Buy
1,129
+211
+23% +$16.5K ﹤0.01% 839
2025
Q1 		$67.7K Sell
918
-9,236
-91% -$681K ﹤0.01% 851
2024
Q4 		$829K Buy
10,154
+9,919
+4,221% +$809K 0.03% 341
2024
Q3 		$16.4K Buy
+235
New +$16.4K ﹤0.01% 1319