Wealth Enhancement Advisory Services
ZM icon

Wealth Enhancement Advisory Services’s Zoom ZM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.81M Sell
119,576
-36,109
-23% -$3.02M 0.02% 643
2025
Q4 		$13.3M Sell
155,685
-170,541
-52% -$14.4M 0.02% 600
2025
Q3 		$25.9M Buy
326,226
+273,058
+514% +$21.3M 0.04% 383
2025
Q2 		$4.18M Buy
53,168
+9,016
+20% +$697K 0.01% 979
2025
Q1 		$3.26M Sell
44,152
-991
-2% -$79K 0.01% 1010
2024
Q4 		$3.68M Sell
45,143
-29,349
-39% -$2.31M 0.01% 911
2024
Q3 		$5.2M Buy
74,492
+63,181
+559% +$3.95M 0.01% 707
2024
Q2 		$669K Buy
11,311
+273
+2% +$16.8K ﹤0.01% 1472
2024
Q1 		$722K Buy
11,038
+6,206
+128% +$414K ﹤0.01% 1385
2023
Q4 		$347K Sell
4,832
-781
-14% -$51.6K ﹤0.01% 1721
2023
Q3 		$393K Buy
+5,613
New +$390K ﹤0.01% 1578

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