Talon Private Wealth’s Zoom ZM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$60.2K	Buy	+772	New	+$60.2K	0.01%	194
2025 Q1	–	Sell	-206	Closed	-$16.8K	–	308
2024 Q4	$16.8K	Sell	206 -4	-2%	-$326	﹤0.01%	196
2024 Q3	$14.6K	Buy	+210	New	+$14.6K	﹤0.01%	147