Bordeaux Wealth Advisors’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $5.41M | Buy |
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|
2023
Q2 | $8.37M | Buy |
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|
2023
Q1 | $4.66M | Buy |
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|
2022
Q4 | $5.68M | Hold |
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|
2022
Q3 | $7.86M | Buy |
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|
2022
Q2 | $2.88M | Sell |
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|
2022
Q1 | $5.17M | Buy |
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|
2021
Q4 | $5.56M | Hold |
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|
2021
Q3 | $5.3M | Buy |
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|
2021
Q2 | $792K | Buy |
|