True Wealth Design’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 | $188K | Buy |
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|
2025
Q2 | $117K | Buy |
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|
2025
Q1 | $101K | Buy |
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|
2024
Q4 | $107K | Buy |
|
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|
2024
Q3 | $83.3K | Buy |
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|
2024
Q2 | $652 | Buy |
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|
2024
Q1 | $262 | Buy |
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|
2023
Q4 | $144 | Hold |
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|
2023
Q3 | $140 | Hold |
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|
2023
Q2 | $136 | Buy |
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|
2023
Q1 | $74 | Hold |
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|
2022
Q4 | $68 | Buy |
|