Clearstead Advisors’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
$65.5K Buy
6,477
+3,459
+115% +$35K ﹤0.01% 1194
2025
Q1
$30.2K Buy
3,018
+2,756
+1,052% +$27.6K ﹤0.01% 1295
2024
Q4
$2.75K Buy
+262
New +$2.75K ﹤0.01% 1804