Claret Asset Management’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
$233K Buy
23,055
+6,737
+41% +$68.1K 0.03% 329
2025
Q1
$163K Buy
16,318
+12
+0.1% +$120 0.02% 293
2024
Q4
$171K Buy
16,306
+114
+0.7% +$1.2K 0.03% 299
2024
Q3
$167K Buy
16,192
+84
+0.5% +$866 0.03% 327
2024
Q2
$205K Buy
+16,108
New +$205K 0.04% 193