Carson Wealth (CWM LLC)’s ZoomInfo Technologies GTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Buy |
267,252
+118,383
| +80% | +$1.2M | 0.01% | 833 |
|
|
2025
Q1 | $1.49M | Buy |
148,869
+145,436
| +4,236% | +$1.45M | 0.01% | 942 |
|
|
2024
Q4 | $36K | Buy |
3,433
+1,396
| +69% | +$14.6K | ﹤0.01% | 3040 |
|
|
2024
Q3 | $21K | Buy |
2,037
+948
| +87% | +$9.77K | ﹤0.01% | 3334 |
|
|
2024
Q2 | $14K | Sell |
1,089
-1,555
| -59% | -$20K | ﹤0.01% | 3360 |
|
|
2024
Q1 | $42K | Buy |
2,644
+865
| +49% | +$13.7K | ﹤0.01% | 2420 |
|
|
2023
Q4 | $33K | Sell |
1,779
-447
| -20% | -$8.29K | ﹤0.01% | 2450 |
|
|
2023
Q3 | $37K | Sell |
2,226
-196
| -8% | -$3.26K | ﹤0.01% | 2274 |
|
|
2023
Q2 | $61K | Buy |
2,422
+1,881
| +348% | +$47.4K | ﹤0.01% | 1847 |
|
|
2023
Q1 | $13K | Sell |
541
-122
| -18% | -$2.93K | ﹤0.01% | 2820 |
|
|
2022
Q4 | $20K | Sell |
663
-530
| -44% | -$16K | ﹤0.01% | 2390 |
|
|
2022
Q3 | $50K | Buy |
1,193
+863
| +262% | +$36.2K | ﹤0.01% | 1655 |
|
|
2022
Q2 | $11K | Buy |
330
+286
| +650% | +$9.53K | ﹤0.01% | 2539 |
|
|
2022
Q1 | $3K | Buy |
44
+7
| +19% | +$477 | ﹤0.01% | 3088 |
|
|
2021
Q4 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 3190 |
|
|
2021
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 2980 |
|
|
2021
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 2980 |
|
|
2020
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 2980 |
|
|
2020
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 2980 |
|
|
2020
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 2980 |
|
|
2020
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 2980 |
|
|
2019
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 2980 |
|
|
2019
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 2980 |
|
|
2019
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 2980 |
|
|
2019
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 3282 |
|