Envestnet Asset Management’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 | $165K | Sell |
16,349
-150
| -0.9% | -$1.52K | ﹤0.01% | 4277 |
|
2025
Q1 | $165K | Sell |
16,499
-11,120
| -40% | -$111K | ﹤0.01% | 4177 |
|
2024
Q4 | $290K | Sell |
27,619
-27,007
| -49% | -$284K | ﹤0.01% | 3909 |
|
2024
Q3 | $564K | Sell |
54,626
-220,879
| -80% | -$2.28M | ﹤0.01% | 3482 |
|
2024
Q2 | $3.52M | Buy |
275,505
+3,023
| +1% | +$38.6K | ﹤0.01% | 2259 |
|
2024
Q1 | $4.37M | Sell |
272,482
-22,427
| -8% | -$360K | ﹤0.01% | 2077 |
|
2023
Q4 | $5.45M | Sell |
294,909
-3,181
| -1% | -$58.8K | ﹤0.01% | 1835 |
|
2023
Q3 | $4.89M | Sell |
298,090
-535,859
| -64% | -$8.79M | ﹤0.01% | 1813 |
|
2023
Q2 | $21.2M | Buy |
833,949
+307,316
| +58% | +$7.8M | 0.01% | 901 |
|
2023
Q1 | $13M | Buy |
526,633
+274,343
| +109% | +$6.78M | 0.01% | 1106 |
|
2022
Q4 | $7.6M | Sell |
252,290
-11,601
| -4% | -$349K | ﹤0.01% | 1351 |
|
2022
Q3 | $11M | Buy |
263,891
+183,002
| +226% | +$7.62M | 0.01% | 1083 |
|
2022
Q2 | $2.69M | Buy |
80,889
+58,420
| +260% | +$1.94M | ﹤0.01% | 1909 |
|
2022
Q1 | $1.34M | Sell |
22,469
-709
| -3% | -$42.3K | ﹤0.01% | 2447 |
|
2021
Q4 | $1.49M | Buy |
23,178
+15,846
| +216% | +$1.02M | ﹤0.01% | 2359 |
|
2021
Q3 | $449K | Buy |
+7,332
| New | +$449K | ﹤0.01% | 3031 |
|