Klein Pavlis & Peasley Financial’s Zoom ZM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.06M	Buy	13,535 +123	+0.9%	+$9.59K	0.7%	42
2025 Q1	$993K	Buy	13,412 +838	+7%	+$62K	0.71%	46
2024 Q4	$1.03M	Buy	12,574 +710	+6%	+$57.9K	0.83%	46
2024 Q3	$827K	Buy	+11,864	New	+$827K	0.66%	58