Advisors Asset Management’s ZoomInfo Technologies GTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,643
| Closed | -$16.4K | – | 1548 |
|
|
2025
Q1 | $16.4K | Sell |
1,643
-1,929
| -54% | -$19.3K | ﹤0.01% | 1374 |
|
|
2024
Q4 | $37.5K | Sell |
3,572
-888
| -20% | -$9.33K | ﹤0.01% | 1340 |
|
|
2024
Q3 | $46K | Sell |
4,460
-769
| -15% | -$7.94K | ﹤0.01% | 1307 |
|
|
2024
Q2 | $66.8K | Buy |
5,229
+265
| +5% | +$3.38K | ﹤0.01% | 1252 |
|
|
2024
Q1 | $79.6K | Buy |
4,964
+1,547
| +45% | +$24.8K | ﹤0.01% | 1241 |
|
|
2023
Q4 | $63.2K | Buy |
3,417
+1,507
| +79% | +$27.9K | ﹤0.01% | 1255 |
|
|
2023
Q3 | $31.3K | Buy |
1,910
+876
| +85% | +$14.4K | ﹤0.01% | 1324 |
|
|
2023
Q2 | $26.3K | Sell |
1,034
-770
| -43% | -$19.6K | ﹤0.01% | 1344 |
|
|
2023
Q1 | $44.6K | Sell |
1,804
-1,600
| -47% | -$39.5K | ﹤0.01% | 1315 |
|
|
2022
Q4 | $102K | Sell |
3,404
-1,274
| -27% | -$38.4K | ﹤0.01% | 1239 |
|
|
2022
Q3 | $195K | Sell |
4,678
-521
| -10% | -$21.7K | ﹤0.01% | 1149 |
|
|
2022
Q2 | $173K | Sell |
5,199
-211
| -4% | -$7.02K | ﹤0.01% | 1188 |
|
|
2022
Q1 | $323K | Buy |
5,410
+2,006
| +59% | +$120K | 0.01% | 1120 |
|
|
2021
Q4 | $219K | Buy |
3,404
+2,090
| +159% | +$134K | ﹤0.01% | 1223 |
|
|
2021
Q3 | $80K | Buy |
+1,314
| New | +$80K | ﹤0.01% | 1321 |
|