Crestwood Advisors Group’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 | $120K | Sell |
11,815
-130
| -1% | -$1.32K | ﹤0.01% | 522 |
|
|
2025
Q1 | $119K | Buy |
11,945
+540
| +5% | +$5.4K | ﹤0.01% | 487 |
|
|
2024
Q4 | $120K | Buy |
11,405
+229
| +2% | +$2.41K | ﹤0.01% | 449 |
|
|
2024
Q3 | $115K | Sell |
11,176
-190
| -2% | -$1.96K | ﹤0.01% | 438 |
|
|
2024
Q2 | $145K | Buy |
11,366
+445
| +4% | +$5.68K | ﹤0.01% | 421 |
|
|
2024
Q1 | $175K | Hold |
10,921
| – | – | ﹤0.01% | 410 |
|
|
2023
Q4 | $202K | Sell |
10,921
-4,296
| -28% | -$79.4K | ﹤0.01% | 390 |
|
|
2023
Q3 | $250K | Sell |
15,217
-1,200
| -7% | -$19.7K | 0.01% | 315 |
|
|
2023
Q2 | $417K | Sell |
16,417
-1,905
| -10% | -$48.4K | 0.01% | 192 |
|
|
2023
Q1 | $453K | Sell |
18,322
-10,450
| -36% | -$258K | 0.02% | 191 |
|
|
2022
Q4 | $866K | Sell |
28,772
-164
| -0.6% | -$4.94K | 0.03% | 151 |
|
|
2022
Q3 | $1.21M | Buy |
+28,936
| New | +$1.21M | 0.04% | 131 |
|