United Capital Financial Advisors’s Zoom ZM Stock Holding History

United Capital Financial Advisors’s Portfolio ZM Stock Details ZM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$310K	Buy
2022 Q1	–	Sell
2021 Q4	$343K	Sell
2021 Q3	$509K	Sell
2021 Q2	$1.88M	Buy
2021 Q1	$1.48M	Buy
2020 Q4	$1.52M	Buy
2020 Q3	$941K	Buy
2020 Q2	$414K	Buy
2020 Q1	$202K	Buy