CTWM
GTM

Cherry Tree Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

Cherry Tree Wealth Management’s Portfolio GTM Stock Details GTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-52
Closed -$568 – 635
2025
Q3 		$568 Hold
52
– – ﹤0.01% 564
2025
Q2 		$527 Hold
52
– – ﹤0.01% 583
2025
Q1 		$520 Hold
52
– – ﹤0.01% 720
2024
Q4 		$547 Hold
52
– – ﹤0.01% 606
2024
Q3 		$537 Hold
52
– – ﹤0.01% 587
2024
Q2 		$665 Hold
52
– – ﹤0.01% 563
2024
Q1 		$834 Hold
52
– – ﹤0.01% 555
2023
Q4 		$962 Hold
52
– – ﹤0.01% 544
2023
Q3 		$853 Hold
52
– – ﹤0.01% 538
2023
Q2 		$1.32K Buy
+52
New +$1.23K ﹤0.01% 523

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