Regent Peak Wealth Advisors’s Zoom ZM Stock Holding History

Regent Peak Wealth Advisors’s Portfolio ZM Stock Details ZM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$213K	Buy
2021 Q4	–	Sell
2021 Q3	$250K	Sell
2021 Q2	$381K	Buy
2021 Q1	$318K	Buy
2020 Q4	$331K	Sell
2020 Q3	$470K	Buy
2020 Q2	$245K	Buy