Sequoia Financial Advisors’s Zoom ZM Stock Holding History

Sequoia Financial Advisors’s Portfolio ZM Stock Details ZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$936K	Buy
2025 Q2	$381K	Buy
2022 Q3	–	Sell
2022 Q2	$204K	Buy
2021 Q3	–	Sell
2021 Q2	$233K	Buy
2020 Q4	–	Sell
2020 Q3	$383K	Buy