SVB Wealth’s Zoom ZM Stock Holding History

SVB Wealth’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 Q2	–	Sell
2025 Q1	$58.9K	Buy
2023 Q1	–	Sell
2022 Q4	$606K	Sell
2022 Q3	$823K	Buy
2021 Q4	–	Sell
2021 Q3	$212K	Sell
2021 Q2	$361K	Buy
2021 Q1	$219K	Buy
2020 Q4	$229K	Buy
2020 Q3	$225K	Buy