Quantitative U.S. Large Cap Value Equity Portfolio ZM Holdings History
Disciplined U.S. Value Equity Portfolio's Zoom Communications Inc Holding Summary
As of 2025-04-30, Disciplined U.S. Value Equity Portfolio held 558.00 shares of Zoom Communications Inc(ZM), totaling $43,270.00. This investment constitutes 2.19% of their stock portfolio, and Disciplined U.S. Value Equity Portfolio now holds 0% of the outstanding Zoom Communications Inc(ZM) stock.
The initial trade took place in 2022Q4. And since then Disciplined U.S. Value Equity Portfolio has made 4 purchases of ZM, at an average price of $69.60, for a total of 659.00 shares. In addition, there have been 1 sales at an average price of $67.80 for 101.00 shares. Based on historical transaction data and ZM's current price of $76.92, Disciplined U.S. Value Equity Portfolio's estimated gain on his ZM holdings is $3,900.25, reflecting a 8.50% gain to date.
Disciplined U.S. Value Equity Portfolio ZM ($76.92) Holding Chart
Disciplined U.S. Value Equity Portfolio ZM ($76.92) 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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