TFC Financial Management’s Zoom ZM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.3K Hold
41
﹤0.01% 495
2025
Q4
$3.54K Hold
41
﹤0.01% 477
2025
Q3
$3.38K Hold
41
﹤0.01% 495
2025
Q2
$3.2K Buy
41
+1
+3% +$77 ﹤0.01% 461
2025
Q1
$2.95K Hold
40
﹤0.01% 452
2024
Q4
$3.27K Hold
40
﹤0.01% 454
2024
Q3
$2.79K Hold
40
﹤0.01% 471
2024
Q2
$2.37K Sell
40
-151
-79% -$9.28K ﹤0.01% 463
2024
Q1
$12.5K Buy
191
+1
+0.5% +$67 ﹤0.01% 321
2023
Q4
$13.7K Sell
190
-5
-3% -$331 ﹤0.01% 312
2023
Q3
$13.6K Hold
195
﹤0.01% 317
2023
Q2
$13.2K Buy
195
+115
+144% +$7.69K ﹤0.01% 320
2023
Q1
$5.91K Buy
80
+40
+100% +$2.88K ﹤0.01% 394
2022
Q4
$2.71K Hold
40
﹤0.01% 374
2022
Q3
$3K Hold
40
﹤0.01% 390
2022
Q2
$4K Hold
40
﹤0.01% 356
2022
Q1
$5K Hold
40
﹤0.01% 353
2021
Q4
$7K Sell
40
-87
-69% -$20.5K ﹤0.01% 371
2021
Q3
$33K Hold
127
0.01% 231
2021
Q2
$49K Hold
127
0.02% 205
2021
Q1
$41K Buy
127
+7
+6% +$2.58K 0.02% 205
2020
Q4
$40K Hold
120
0.02% 204
2020
Q3
$56K Buy
+120
New +$38.4K 0.03% 168

Other funds holding ZM