Allworth Financial’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $40.2K | Buy |
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|
2025
Q2 | $33.7K | Buy |
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|
2025
Q1 | $2.69K | Sell |
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|
2024
Q4 | $21K | Buy |
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|
2024
Q3 | $20.5K | Buy |
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|
2024
Q2 | $4.67K | Sell |
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|
2024
Q1 | $8.5K | Sell |
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|
2023
Q4 | $36.5K | Buy |
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|
2023
Q3 | $24.5K | Buy |
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|
2023
Q2 | $19.3K | Buy |
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|
2023
Q1 | $17.6K | Sell |
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|
2022
Q4 | $22.4K | Buy |
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|
2022
Q3 | $11K | Buy |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $7K | Buy |
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