Kovitz Investment Group Partners’s Zoom ZM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$251K	Buy	3,220 +6	+0.2%	+$468	﹤0.01%	1196
2025 Q1	$237K	Sell	3,214 -72	-2%	-$5.31K	﹤0.01%	1117
2024 Q4	$268K	Buy	+3,286	New	+$268K	﹤0.01%	1068