Wedmont Private Capital’s Zoom ZM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$363K Buy
4,047
+588
+17% +$55.6K 0.01% 669
2026
Q1
$288K Sell
3,459
-23
-0.7% -$1.93K 0.01% 680
2025
Q4
$302K Buy
3,482
+282
+9% +$23.7K 0.01% 646
2025
Q3
$254K Sell
3,200
-299
-9% -$23.3K 0.01% 666
2025
Q2
$271K Buy
3,499
+137
+4% +$10.6K 0.01% 613
2025
Q1
$240K Buy
3,362
+12
+0.4% +$956 0.01% 585
2024
Q4
$266K Buy
3,350
+371
+12% +$29.2K 0.01% 570
2024
Q3
$203K Buy
+2,979
New +$186K 0.01% 631
2024
Q2
Sell
-3,968
Closed -$253K 674
2024
Q1
$253K Buy
+3,968
New +$264K 0.02% 496

Other funds holding ZM