Summit Trail Advisors’s Zoom ZM Stock Holding History

Summit Trail Advisors’s Portfolio ZM Stock Details ZM Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.51M	Buy
2025 Q2	$1.22M	Buy
2025 Q1	$929K	Buy
2024 Q4	$489K	Buy
2021 Q4	–	Sell
2021 Q3	$245K	Buy
2021 Q2	$210K	Sell
2021 Q1	$275K	Hold
2020 Q4	$289K	Buy
2020 Q3	–	Sell
2020 Q2	$216K	Buy