Stamos Capital Partners’s Zoom ZM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-7,430	Closed	-$503K	–	133
2022 Q4	$503K	Buy	7,430 +1,980	+36%	+$134K	0.16%	104
2022 Q3	$401K	Buy	+5,450	New	+$401K	0.1%	156