TIAM2
Tru Independence Asset Management 2’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Sell |
4,523
-110
| -2% | -$8.58K | 0.24% | 69 |
|
|
2025
Q1 | $342K | Sell |
4,633
-90
| -2% | -$6.64K | 0.26% | 72 |
|
|
2024
Q4 | $385K | Hold |
4,723
| – | – | 0.32% | 57 |
|
|
2024
Q3 | $329K | Buy |
+4,723
| New | +$329K | 0.28% | 60 |
|
|
2023
Q1 | $319K | Buy |
+4,323
| New | +$319K | 0.32% | 53 |
|
|
2022
Q3 | $295K | Buy |
4,005
+405
| +11% | +$29.8K | 0.31% | 45 |
|
|
2022
Q2 | $389K | Hold |
3,600
| – | – | 0.32% | 42 |
|
|
2022
Q1 | $422K | Buy |
+3,600
| New | +$422K | 0.24% | 51 |
|
|
2021
Q1 | – | Sell |
-2
| Closed | -$1K | – | 433 |
|
|
2020
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 434 |
|