Disciplined U.S. Equity Portfolio ZM Holdings History
Disciplined U.S. Equity Portfolio's Zoom Communications Inc Holding Summary
As of 2025-04-30, Disciplined U.S. Equity Portfolio held 111,871.00 shares of Zoom Communications Inc(ZM), totaling $8.67 Mil. This investment constitutes 1.83% of their stock portfolio, and Disciplined U.S. Equity Portfolio now holds 0.04% of the outstanding Zoom Communications Inc(ZM) stock.
The initial trade took place in 2023Q4. And since then Disciplined U.S. Equity Portfolio has made 1 purchases of ZM, at an average price of $67.14, for a total of 111,871.00 shares. Based on historical transaction data and ZM's current price of $74.85, Disciplined U.S. Equity Portfolio's estimated gain on his ZM holdings is $862,525.41, reflecting a 11.48% gain to date.
Disciplined U.S. Equity Portfolio ZM ($74.85) Holding Chart
Disciplined U.S. Equity Portfolio ZM ($74.85) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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