Creative Planning’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 | $399K | Buy |
39,440
+6,802
| +21% | +$68.8K | ﹤0.01% | 2648 |
|
|
2025
Q1 | $326K | Buy |
32,638
+12,847
| +65% | +$128K | ﹤0.01% | 2666 |
|
|
2024
Q4 | $208K | Sell |
19,791
-4,792
| -19% | -$50.4K | ﹤0.01% | 2941 |
|
|
2024
Q3 | $254K | Buy |
+24,583
| New | +$254K | ﹤0.01% | 2660 |
|
|
2023
Q4 | – | Sell |
-7,374
| Closed | -$121K | – | 3018 |
|
|
2023
Q3 | $121K | Buy |
7,374
+1,626
| +28% | +$26.7K | ﹤0.01% | 2353 |
|
|
2023
Q2 | $146K | Buy |
5,748
+1,054
| +22% | +$26.8K | ﹤0.01% | 2272 |
|
|
2023
Q1 | $116K | Sell |
4,694
-1,510
| -24% | -$37.3K | ﹤0.01% | 2219 |
|
|
2022
Q4 | $187K | Buy |
6,204
+1,186
| +24% | +$35.7K | ﹤0.01% | 2029 |
|
|
2022
Q3 | $209K | Buy |
+5,018
| New | +$209K | ﹤0.01% | 1874 |
|
|
2022
Q2 | – | Sell |
-4,050
| Closed | -$242K | – | 2445 |
|
|
2022
Q1 | $242K | Buy |
+4,050
| New | +$242K | ﹤0.01% | 1773 |
|
|
2021
Q1 | – | Sell |
-5,350
| Closed | -$258K | – | 2410 |
|
|
2020
Q4 | $258K | Buy |
5,350
+25
| +0.5% | +$1.21K | ﹤0.01% | 1688 |
|
|
2020
Q3 | $229K | Sell |
5,325
-5,181
| -49% | -$223K | ﹤0.01% | 1576 |
|
|
2020
Q2 | $536K | Buy |
+10,506
| New | +$536K | ﹤0.01% | 988 |
|