Bell Bank’s ZoomInfo Technologies GTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-11,558
Closed -$148K 197
2024
Q2
$148K Sell
11,558
-2,423
-17% -$30.9K 0.01% 187
2024
Q1
$224K Sell
13,981
-1,629
-10% -$26.1K 0.02% 178
2023
Q4
$289K Sell
15,610
-1,435
-8% -$26.5K 0.03% 157
2023
Q3
$280K Sell
17,045
-894
-5% -$14.7K 0.03% 159
2023
Q2
$455K Sell
17,939
-1,264
-7% -$32.1K 0.05% 138
2023
Q1
$475K Buy
19,203
+186
+1% +$4.6K 0.05% 132
2022
Q4
$573K Sell
19,017
-2,074
-10% -$62.4K 0.07% 123
2022
Q3
$879K Buy
+21,091
New +$879K 0.11% 98