Crestwood Advisors Group’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
Q2 | $120K | Sell |
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|
2025
Q1 | $119K | Buy |
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|
2024
Q4 | $120K | Buy |
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|
2024
Q3 | $115K | Sell |
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|
2024
Q2 | $145K | Buy |
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|
2024
Q1 | $175K | Hold |
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|
2023
Q4 | $202K | Sell |
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|
2023
Q3 | $250K | Sell |
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|
2023
Q2 | $417K | Sell |
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|
2023
Q1 | $453K | Sell |
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|
2022
Q4 | $866K | Sell |
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|
2022
Q3 | $1.21M | Buy |
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