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
2025
Q3
$3.38K Hold
2025
Q2
$3.2K Buy
2025
Q1
$2.95K Hold
2024
Q4
$3.27K Hold
2024
Q3
$2.79K Hold
2024
Q2
$2.37K Sell
2024
Q1
$12.5K Buy
2023
Q4
$13.7K Sell
2023
Q3
$13.6K Hold
2023
Q2
$13.2K Buy
2023
Q1
$5.91K Buy
2022
Q4
$2.71K Hold
2022
Q3
$3K Hold
2022
Q2
$4K Hold
2022
Q1
$5K Hold
2021
Q4
$7K Sell
2021
Q3
$33K Hold
2021
Q2
$49K Hold
2021
Q1
$41K Buy
2020
Q4
$40K Hold
2020
Q3
$56K Buy