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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

ZM holding history

Zoom Communications, Inc. in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ZM overviewAll 13F holders of ZMFull Q3 2025 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of ZM by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−3,082−100.0%Sold outHolders
Q4 20223,082$208.8K<0.1%+591+23.7%AddedHolders
Q3 20222,491$183.0K<0.1%−2,742−52.4%ReducedHolders
Q2 20225,233$565.0K<0.1%+2,483+90.3%AddedHolders
Q1 20222,750$322.0K<0.1%+519+23.3%AddedHolders
Q4 20212,231$411.0K<0.1%−298−11.8%ReducedHolders
Q3 20212,529$661.0K<0.1%+142+5.9%AddedHolders
Q2 20212,387$924.0K0.1%−139−5.5%ReducedHolders
Q1 20212,526$811.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.