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	–	1650
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	–	612
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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Global Financial Private Client's ZM Position: Q2 2025 in Review

Global Financial Private Client sold out of Zoom (ZM) in Q2 2025, closing a stake of 248 shares — an estimated $18.3K sold.

Global Financial Private Client first reported a position in ZM in Q3 2020 and held it in 15 quarters. The position peaked at $96.6K in Q3 2020. 719 funds tracked by Wall St. Rank hold ZM as of Q2 2025.

Global Financial Private Client reported no remaining Zoom position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 248 Zoom shares in Q2 2025, an estimated $18.3K.
Global Financial Private Client first reported a position in Zoom in Q3 2020 and held it in 15 quarters.
Global Financial Private Client's Zoom position peaked at $96.6K in Q3 2020.
719 funds tracked by Wall St. Rank held Zoom as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.