NFSG
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Newbridge Financial Services Group’s Zoom ZM Stock Holding History

Newbridge Financial Services Group’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-750
Closed -$61.2K – 1172
2024
Q4 		$61.2K Sell
750
-203
-21% -$16K 0.02% 357
2024
Q3 		$66.5K Sell
953
-251
-21% -$15.7K 0.02% 229
2024
Q2 		$71.3K Sell
1,204
-90
-7% -$5.53K 0.03% 311
2024
Q1 		$84.6K Sell
1,294
-785
-38% -$52.3K 0.04% 314
2023
Q4 		$150K Buy
+2,079
New +$137K 0.07% 223
2023
Q3 		– Sell
-4,479
Closed -$304K – 1418
2023
Q2 		$304K Buy
4,479
+172
+4% +$11.5K 0.15% 144
2023
Q1 		$318K Sell
4,307
-400
-8% -$28.8K 0.17% 130
2022
Q4 		$319K Sell
4,707
-318
-6% -$24.2K 0.18% 116
2022
Q3 		$370K Buy
5,025
+188
+4% +$17.9K 0.22% 102
2022
Q2 		$522K Sell
4,837
-42
-0.9% -$4.43K 0.32% 71
2022
Q1 		$572K Buy
4,879
+844
+21% +$115K 0.28% 71
2021
Q4 		$742K Buy
4,035
+2,060
+104% +$484K 0.35% 65
2021
Q3 		$516K Buy
1,975
+196
+11% +$66.1K 0.32% 71
2021
Q2 		$689K Sell
1,779
-100
-5% -$33.3K 0.42% 44
2021
Q1 		$604K Sell
1,879
-981
-34% -$361K 0.44% 45
2020
Q4 		$965K Buy
2,860
+2,654
+1,288% +$1.18M 0.79% 16
2020
Q3 		$97K Buy
+206
New +$65.9K 0.1% 200

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