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Optimize Financial’s Zoom ZM Stock Holding History

Optimize Financial’s Portfolio ZM Stock Details ZM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,484
Closed -$1.18M – 296
2024
Q4 		$1.18M Buy
+14,484
New +$1.18M 0.89% 29