MAM
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Milestone Asset Management’s Zoom ZM Stock Holding History

Milestone Asset Management’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$506K Buy
6,494
+391
+6% +$30.5K 0.11% 144
2025
Q1 		$450K Buy
+6,103
New +$450K 0.1% 150