Zoom Video Communications In cl a shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Zoom Video Communications In cl a (ZM) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Zoom Video Communications In cl a
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Quarterly reported holdings in Zoom Video Communications In cl a by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $411k | 6.3k | 65.37 |
| 2023-09-30 | $445k | 6.4k | 69.94 |
| 2023-06-30 | $432k | 6.4k | 67.88 |
| 2023-03-31 | $470k | 6.4k | 73.84 |
| 2022-12-31 | $431k | 6.4k | 67.74 |
| 2022-09-30 | $468k | 6.4k | 73.53 |
| 2022-06-30 | $698k | 6.5k | 107.90 |
| 2022-03-31 | $751k | 6.4k | 117.25 |
| 2021-12-31 | $1.2M | 6.5k | 183.90 |
| 2021-09-30 | $3.7M | 14k | 261.48 |
| 2021-06-30 | $5.5M | 14k | 387.52 |
| 2021-03-31 | $3.8M | 12k | 321.28 |
| 2020-12-31 | $1.9M | 5.7k | 337.39 |
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