LWA
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Lowe Wealth Advisors’s Zoom ZM Stock Holding History

Lowe Wealth Advisors’s Portfolio ZM Stock Details ZM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,060
Closed -$265K – 334
2024
Q1 		$265K Sell
4,060
-200
-5% -$13.1K 0.12% 41
2023
Q4 		$306K Sell
4,260
-125
-3% -$8.99K 0.15% 37
2023
Q3 		$307K Buy
+4,385
New +$307K 0.16% 36