WWM
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Whalen Wealth Management’s Zoom ZM Stock Holding History

Whalen Wealth Management’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$436K Buy
5,594
+265
+5% +$20.7K 0.27% 110
2025
Q1 		$393K Buy
5,329
+2,255
+73% +$166K 0.26% 87
2024
Q4 		$251K Buy
+3,074
New +$251K 0.17% 115