Poinciana Advisors Group’s Zoom ZM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$410K	Buy	5,261 +433	+9%	+$33.8K	0.37%	44
2025 Q1	$356K	Sell	4,828 -63	-1%	-$4.65K	0.37%	46
2024 Q4	$399K	Buy	+4,891	New	+$399K	0.4%	34