Kestra Investment 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
$670K Buy
8,598
+8,591
+122,729% +$670K 0.01% 336
2025
Q1
$517 Sell
7
-28
-80% -$2.07K ﹤0.01% 879
2024
Q4
$2.86K Buy
+35
New +$2.86K ﹤0.01% 989