Wealth Enhancement Advisory Services’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
$25.9M Buy
2025
Q2
$4.18M Buy
2025
Q1
$3.26M Sell
2024
Q4
$3.68M Sell
2024
Q3
$5.2M Buy
2024
Q2
$669K Buy
2024
Q1
$722K Buy
2023
Q4
$347K Sell
2023
Q3
$393K Buy