WAG
Wiser Advisor Group’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,517
| Closed | -$481K | – | 269 |
|
|
2025
Q1 | $481K | Buy |
6,517
+1,522
| +30% | +$112K | 0.71% | 32 |
|
|
2024
Q4 | $408K | Buy |
4,995
+575
| +13% | +$46.9K | 0.59% | 36 |
|
|
2024
Q3 | $308K | Buy |
4,420
+2,455
| +125% | +$171K | 0.46% | 39 |
|
|
2024
Q2 | $116K | Buy |
+1,965
| New | +$116K | 0.18% | 62 |
|