OWP
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ORG Wealth Partners’s Zoom ZM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15.7K Hold
202
﹤0.01% 459
2025
Q1
$15K Buy
202
+4
+2% +$296 ﹤0.01% 490
2024
Q4
$16.2K Hold
198
0.01% 355
2024
Q3
$13.8K Buy
+198
New +$13.8K ﹤0.01% 356