HWP
ZM icon

Highline Wealth Partners’s Zoom ZM Stock Holding History

Highline Wealth Partners’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
Q1 		$6.59K Buy
82
+80
+4,000% +$6.7K ﹤0.01% 625
2025
Q4 		$173 Hold
2
– – ﹤0.01% 1052
2025
Q3 		$165 Hold
2
– – ﹤0.01% 1060
2025
Q2 		$156 Sell
2
-5
-71% -$387 ﹤0.01% 866
2025
Q1 		$516 Buy
+7
New +$558 ﹤0.01% 843
2024
Q4 		– Sell
-179
Closed -$14.1K – 674
2024
Q3 		$12.5K Buy
179
+4
+2% +$250 ﹤0.01% 230
2024
Q2 		$10.4K Hold
175
– – ﹤0.01% 218
2024
Q1 		$11.4K Hold
175
– – ﹤0.01% 217
2023
Q4 		$12.6K Hold
175
– – 0.01% 188
2023
Q3 		$12.2K Hold
175
– – 0.01% 172
2023
Q2 		$11.9K Hold
175
– – 0.01% 152
2023
Q1 		$12.9K Hold
175
– – 0.01% 152
2022
Q4 		$11.9K Hold
175
– – 0.01% 151
2022
Q3 		$12.9K Buy
+175
New +$16.7K 0.01% 129

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State Street
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Fidelity Investments
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return