Edgestream Partners’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,432
| Closed | -$183K | – | 1122 |
|
|
2024
Q4 | $183K | Sell |
17,432
-111,441
| -86% | -$1.17M | 0.01% | 824 |
|
|
2024
Q3 | $1.33M | Buy |
128,873
+22,593
| +21% | +$233K | 0.06% | 511 |
|
|
2024
Q2 | $1.36M | Buy |
+106,280
| New | +$1.36M | 0.07% | 444 |
|
|
2024
Q1 | – | Sell |
-49,314
| Closed | -$912K | – | 1054 |
|
|
2023
Q4 | $912K | Buy |
49,314
+13,596
| +38% | +$251K | 0.07% | 469 |
|
|
2023
Q3 | $586K | Buy |
+35,718
| New | +$586K | 0.05% | 550 |
|