Avion Wealth’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Buy |
62
+5
| +9% | – | ﹤0.01% | 1665 |
|
|
2025
Q1 | $0 | Buy |
+57
| New | – | ﹤0.01% | 1396 |
|
|
2024
Q4 | – | Sell |
-57
| Closed | – | – | 1311 |
|
|
2024
Q3 | $0 | Buy |
57
+18
| +46% | – | ﹤0.01% | 1370 |
|
|
2024
Q2 | $0 | Sell |
39
-71
| -65% | – | ﹤0.01% | 1302 |
|
|
2024
Q1 | $2K | Buy |
110
+31
| +39% | +$564 | ﹤0.01% | 806 |
|
|
2023
Q4 | $1K | Buy |
79
+48
| +155% | +$608 | ﹤0.01% | 1034 |
|
|
2023
Q3 | $0 | Buy |
31
+7
| +29% | – | ﹤0.01% | 1246 |
|
|
2023
Q2 | $0 | Buy |
+24
| New | – | ﹤0.01% | 1074 |
|