Pinnacle Wealth Planning Services’s Zoom ZM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$177K Buy
2022
Q3
Sell
2022
Q2
$243K Buy
2022
Q1
$255K Buy
2021
Q4
$393K Buy
2021
Q1
Sell
2020
Q4
$10K Buy