Creative Planning’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $535K | Buy |
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|
2025
Q2 | $399K | Buy |
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|
2025
Q1 | $326K | Buy |
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|
2024
Q4 | $208K | Sell |
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|
2024
Q3 | $254K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $121K | Buy |
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|
2023
Q2 | $146K | Buy |
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|
2023
Q1 | $116K | Sell |
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|
2022
Q4 | $187K | Buy |
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|
2022
Q3 | $209K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $242K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $258K | Buy |
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|
2020
Q3 | $229K | Sell |
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|
2020
Q2 | $536K | Buy |
|