HWM
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HB Wealth Management’s Zoom ZM Stock Holding History

HB Wealth 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 		– Sell
-3,289
Closed -$243K – 1287
2025
Q1 		$243K Buy
+3,289
New +$243K ﹤0.01% 1031