Cerity Partners’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.86M | Buy |
381,912
+148,102
| +63% | +$1.5M | 0.01% | 927 |
|
|
2025
Q1 | $2.34M | Buy |
233,810
+114,823
| +97% | +$1.15M | ﹤0.01% | 1037 |
|
|
2024
Q4 | $1.25M | Sell |
118,987
-3,919
| -3% | -$41.2K | ﹤0.01% | 1317 |
|
|
2024
Q3 | $1.27M | Sell |
122,906
-16,189
| -12% | -$167K | ﹤0.01% | 1298 |
|
|
2024
Q2 | $1.78M | Buy |
139,095
+14,551
| +12% | +$186K | ﹤0.01% | 958 |
|
|
2024
Q1 | $2M | Buy |
124,544
+9,614
| +8% | +$154K | 0.01% | 971 |
|
|
2023
Q4 | $2.13M | Sell |
114,930
-312,116
| -73% | -$5.77M | 0.01% | 749 |
|
|
2023
Q3 | $7M | Buy |
+427,046
| New | +$7M | 0.03% | 354 |
|
|
2021
Q1 | – | Sell |
-4,229
| Closed | -$204K | – | 748 |
|
|
2020
Q4 | $204K | Buy |
+4,229
| New | +$204K | 0.01% | 597 |
|