PWA
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Principia Wealth Advisory’s Zoom ZM Stock Holding History

Principia Wealth Advisory’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$936 Buy
12
+5
+71% +$390 ﹤0.01% 592
2025
Q1 		$503 Sell
7
-5
-42% -$359 ﹤0.01% 564
2024
Q4 		$979 Buy
+12
New +$979 ﹤0.01% 369