Envestnet Asset Management’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 | $165K | Sell |
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|
2025
Q1 | $165K | Sell |
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|
2024
Q4 | $290K | Sell |
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|
2024
Q3 | $564K | Sell |
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|
2024
Q2 | $3.52M | Buy |
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|
2024
Q1 | $4.37M | Sell |
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|
2023
Q4 | $5.45M | Sell |
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|
2023
Q3 | $4.89M | Sell |
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|
2023
Q2 | $21.2M | Buy |
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|
2023
Q1 | $13M | Buy |
|
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|
2022
Q4 | $7.6M | Sell |
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|
2022
Q3 | $11M | Buy |
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|
2022
Q2 | $2.69M | Buy |
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|
2022
Q1 | $1.34M | Sell |
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|
2021
Q4 | $1.49M | Buy |
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|
2021
Q3 | $449K | Buy |
|