Edmond de Rothschild Holding’s ZoomInfo Technologies GTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,504
Closed -$27.8K 709
2023
Q4
$27.8K Sell
1,504
-713
-32% -$13.2K ﹤0.01% 602
2023
Q3
$36.4K Buy
2,217
+52
+2% +$853 ﹤0.01% 583
2023
Q2
$55K Buy
+2,165
New +$55K ﹤0.01% 566
2022
Q4
Sell
-3,363
Closed -$140K 836
2022
Q3
$140K Buy
3,363
+39
+1% +$1.62K ﹤0.01% 525
2022
Q2
$110K Sell
3,324
-570
-15% -$18.9K ﹤0.01% 571
2022
Q1
$233K Buy
3,894
+164
+4% +$9.81K 0.01% 472
2021
Q4
$239K Buy
3,730
+118
+3% +$7.56K 0.01% 512
2021
Q3
$221K Buy
3,612
+365
+11% +$22.3K 0.01% 526
2021
Q2
$169K Buy
3,247
+25
+0.8% +$1.3K ﹤0.01% 552
2021
Q1
$158K Buy
3,222
+108
+3% +$5.3K ﹤0.01% 503
2020
Q4
$150K Buy
3,114
+2,338
+301% +$113K 0.01% 472
2020
Q3
$33K Buy
+776
New +$33K ﹤0.01% 530