CIBC Private Wealth Group’s ZoomInfo Technologies GTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.19M | Sell |
512,598
-25,165
| -5% | -$255K | 0.01% | 419 |
|
|
2025
Q1 | $3.98M | Buy |
537,763
+51,853
| +11% | +$384K | 0.01% | 435 |
|
|
2024
Q4 | $4.67M | Buy |
485,910
+152,978
| +46% | +$1.47M | 0.01% | 432 |
|
|
2024
Q3 | $3.44M | Sell |
332,932
-189,204
| -36% | -$1.95M | 0.01% | 488 |
|
|
2024
Q2 | $6.21M | Sell |
522,136
-52,491
| -9% | -$625K | 0.01% | 375 |
|
|
2024
Q1 | $9.23M | Sell |
574,627
-1,164
| -0.2% | -$18.7K | 0.02% | 336 |
|
|
2023
Q4 | $10.6M | Buy |
575,791
+65,376
| +13% | +$1.21M | 0.02% | 308 |
|
|
2023
Q3 | $8.37M | Buy |
510,415
+283,997
| +125% | +$4.66M | 0.02% | 330 |
|
|
2023
Q2 | $5.75M | Buy |
226,418
+107,418
| +90% | +$2.73M | 0.01% | 380 |
|
|
2023
Q1 | $2.94M | Buy |
+119,000
| New | +$2.94M | 0.01% | 459 |
|
|
2022
Q4 | – | Sell |
-320,292
| Closed | -$13.3M | – | 953 |
|
|
2022
Q3 | $13.3M | Buy |
+320,292
| New | +$13.3M | 0.04% | 266 |
|