Carson Wealth (CWM LLC)’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 | $2.24M | Sell |
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|
2025
Q2 | $2.71M | Buy |
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|
2025
Q1 | $1.49M | Buy |
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|
2024
Q4 | $36K | Buy |
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|
2024
Q3 | $21K | Buy |
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|
2024
Q2 | $14K | Sell |
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|
2024
Q1 | $42K | Buy |
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|
2023
Q4 | $33K | Sell |
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|
2023
Q3 | $37K | Sell |
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|
2023
Q2 | $61K | Buy |
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|
2023
Q1 | $13K | Sell |
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|
2022
Q4 | $20K | Sell |
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|
2022
Q3 | $50K | Buy |
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|
2022
Q2 | $11K | Buy |
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|
2022
Q1 | $3K | Buy |
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|
2021
Q4 | $2K | Buy |
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|
2021
Q2 | $0 | Hold |
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|
2021
Q1 | $0 | Hold |
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|
2020
Q4 | $0 | Hold |
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|
2020
Q3 | $0 | Hold |
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|
2020
Q2 | $0 | Hold |
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|
2020
Q1 | $0 | Hold |
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|
2019
Q4 | $0 | Hold |
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|
2019
Q3 | $0 | Hold |
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|
2019
Q2 | $0 | Hold |
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|
2019
Q1 | $0 | Buy |
|