CAPTRUST Financial 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
2025
Q2
$714K Buy
2025
Q1
$427K Buy
2024
Q3
Sell
2024
Q2
$184K Buy
2024
Q1
$218K Sell
2023
Q4
$275K Sell
2023
Q3
$257K Buy
2023
Q2
$392K Buy
2023
Q1
$292K Sell
2022
Q4
$369K Buy
2022
Q3
$317K Sell
2022
Q2
$313K Buy
2022
Q1
$313K Buy
2021
Q4
$118K Buy
2021
Q3
$110K Buy