Global Financial Private Client’s Zoom ZM Stock Holding History

Global Financial Private Client’s Portfolio ZM Stock Details ZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-248	Closed	-$18.3K	–	1652
2025 Q1	$18.3K	Buy	248 +10	+4%	+$797	0.01%	465
2024 Q4	$19.4K	Buy	238 +9	+4%	+$708	0.01%	435
2024 Q3	$16K	Buy	229 +129	+129%	+$8.06K	0.01%	466
2024 Q2	$5.92K	Hold	100	–	–	﹤0.01%	491
2024 Q1	$6.47K	Hold	100	–	–	﹤0.01%	498
2023 Q4	$7.19K	Hold	100	–	–	﹤0.01%	489
2023 Q3	$7.01K	Hold	100	–	–	﹤0.01%	476
2023 Q2	$6.83K	Hold	100	–	–	﹤0.01%	472
2023 Q1	$7.37K	Hold	100	–	–	﹤0.01%	480
2022 Q4	$6.77K	Sell	100 -500	-83%	-$38K	﹤0.01%	464
2022 Q3	$44.4K	Buy	600 +300	+100%	+$28.6K	0.03%	278
2022 Q2	$33.3K	Buy	+300	New	+$31.6K	0.02%	303
2021 Q2	–	Sell	-200	Closed	-$65.2K	–	613
2021 Q1	$65.2K	Hold	200	–	–	0.05%	187
2020 Q4	$67.5K	Hold	200	–	–	0.05%	167
2020 Q3	$96.6K	Buy	+200	New	+$64K	0.08%	137

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return