Cresset Asset Management’s ZoomInfo Technologies GTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
22,216
+10,483
| +89% | +$106K | ﹤0.01% | 1431 |
|
|
2025
Q1 | $117K | Sell |
11,733
-3,907
| -25% | -$39.1K | ﹤0.01% | 1580 |
|
|
2024
Q4 | $164K | Sell |
15,640
-28,199
| -64% | -$296K | ﹤0.01% | 1563 |
|
|
2024
Q3 | $452K | Buy |
+43,839
| New | +$452K | ﹤0.01% | 1551 |
|
|
2024
Q2 | – | Sell |
-19,465
| Closed | -$312K | – | 2063 |
|
|
2024
Q1 | $312K | Buy |
19,465
+3,884
| +25% | +$62.3K | ﹤0.01% | 1542 |
|
|
2023
Q4 | $288K | Buy |
+15,581
| New | +$288K | ﹤0.01% | 1481 |
|
|
2023
Q3 | – | Sell |
-16,200
| Closed | -$411K | – | 1846 |
|
|
2023
Q2 | $411K | Buy |
+16,200
| New | +$411K | ﹤0.01% | 1239 |
|
|
2023
Q1 | – | Sell |
-52,679
| Closed | -$1.59M | – | 875 |
|
|
2022
Q4 | $1.59M | Buy |
52,679
+23,715
| +82% | +$714K | 0.02% | 233 |
|
|
2022
Q3 | $1.21M | Buy |
28,964
+1,504
| +5% | +$62.7K | 0.02% | 310 |
|
|
2022
Q2 | $913K | Sell |
27,460
-1,250
| -4% | -$41.6K | 0.01% | 400 |
|
|
2022
Q1 | $1.72M | Buy |
28,710
+24,810
| +636% | +$1.48M | 0.02% | 273 |
|
|
2021
Q4 | $251K | Buy |
3,900
+600
| +18% | +$38.6K | ﹤0.01% | 954 |
|
|
2021
Q3 | $202K | Buy |
+3,300
| New | +$202K | ﹤0.01% | 1031 |
|