Heron Bay Capital Management’s Zoom ZM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.15M Sell
27,522
-7
-0% -$546 0.42% 44
2025
Q1
$2.03M Buy
27,529
+1,006
+4% +$74.2K 0.43% 48
2024
Q4
$2.16M Buy
26,523
+248
+0.9% +$20.2K 0.45% 45
2024
Q3
$1.83M Buy
26,275
+1,027
+4% +$71.6K 0.39% 44
2024
Q2
$1.49M Buy
+25,248
New +$1.49M 0.32% 45