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Grant Private Wealth Management’s Zoom ZM Stock Holding History

Grant Private Wealth Management’s Portfolio ZM Stock Details ZM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,870
Closed -$949K – 150
2025
Q1 		$949K Buy
12,870
+1,420
+12% +$105K 1.02% 27
2024
Q4 		$934K Buy
+11,450
New +$934K 1.01% 24