A detailed history of Circle Wealth Management, LLC transactions in Zoom Video Communications, Inc. stock. As of the latest transaction made, Circle Wealth Management, LLC holds 16,115 shares of ZM stock, worth $1.36 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,115
Previous 14,986 7.53%
Holding current value
$1.36 Million
Previous $1.17 Million 13.78%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025

BUY
$69.77 - $86.83 $78,770 - $98,031
1,129 Added 7.53%
16,115 $1.33 Million
Q2 2025

Aug 14, 2025

SELL
$66.7 - $84.62 $360,513 - $457,371
-5,405 Reduced 26.51%
14,986 $1.17 Million
Q1 2025

May 14, 2025

BUY
$72.23 - $88.64 $984,422 - $1.21 Million
13,629 Added 201.55%
20,391 $1.5 Million
Q4 2024

Feb 14, 2025

BUY
$67.21 - $89.03 $454,474 - $602,020
6,762 New
6,762 $551,000

Others Institutions Holding ZM

About Zoom Video Communications, Inc.


  • Ticker ZM
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 250,975,008
  • Market Cap $21.1B
  • Description
  • Zoom Video Communications, Inc. provides unified communications platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company offers Zoom Meetings that offers HD video, voice, chat, and content sharing through mobile devices, desktops, laptops, telephones, and conference room systems; Zoom Phone, an enterprise clou...
More about ZM
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