Harbor Investment Advisory’s Zoom ZM Stock Holding History

Harbor Investment Advisory’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
2026 Q2	$17.3K	Buy	+200	New	+$18.9K	﹤0.01%	970
2024 Q3	–	Sell	-52	Closed	-$3.08K	–	1317
2024 Q2	$3.08K	Buy	52 +4	+8%	+$246	﹤0.01%	1025
2024 Q1	$3.14K	Hold	48	–	–	﹤0.01%	1033
2023 Q4	$3.45K	Hold	48	–	–	﹤0.01%	990
2023 Q3	$3.36K	Sell	48 -54	-53%	-$3.75K	﹤0.01%	973
2023 Q2	$6.92K	Hold	102	–	–	﹤0.01%	1077
2023 Q1	$7.53K	Sell	102 -4	-4%	-$288	﹤0.01%	1067
2022 Q4	$7.18K	Hold	106	–	–	﹤0.01%	1060
2022 Q3	$8K	Buy	106 +58	+121%	+$5.52K	﹤0.01%	1074
2022 Q2	$5K	Hold	48	–	–	﹤0.01%	1159
2022 Q1	$6K	Hold	48	–	–	﹤0.01%	1156
2021 Q4	$9K	Sell	48 -100	-68%	-$23.5K	﹤0.01%	1082
2021 Q3	$39K	Sell	148 -100	-40%	-$33.7K	0.01%	807
2021 Q2	$96K	Hold	248	–	–	0.01%	519
2021 Q1	$80K	Buy	248 +200	+417%	+$73.6K	0.01%	543
2020 Q4	$16K	Sell	48 -1,952	-98%	-$870K	﹤0.01%	862
2020 Q3	$940K	Sell	2,000 -1,000	-33%	-$320K	0.18%	106
2020 Q2	$761K	Buy	+3,000	New	+$540K	0.16%	113

Other funds holding ZM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return