EverSource Wealth Advisors’s ZoomInfo Technologies GTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Buy |
14,722
+12,284
| +504% | +$124K | 0.01% | 999 |
|
|
2025
Q1 | $24.4K | Buy |
2,438
+2,259
| +1,262% | +$22.6K | ﹤0.01% | 1587 |
|
|
2024
Q4 | $1.88K | Buy |
179
+77
| +75% | +$809 | ﹤0.01% | 2734 |
|
|
2024
Q3 | $1.05K | Buy |
102
+18
| +21% | +$186 | ﹤0.01% | 2717 |
|
|
2024
Q2 | $954 | Sell |
84
-525
| -86% | -$5.96K | ﹤0.01% | 2752 |
|
|
2024
Q1 | $9.66K | Sell |
609
-338
| -36% | -$5.36K | ﹤0.01% | 1704 |
|
|
2023
Q4 | $17.5K | Buy |
947
+775
| +451% | +$14.3K | ﹤0.01% | 1297 |
|
|
2023
Q3 | $2.82K | Buy |
172
+151
| +719% | +$2.48K | ﹤0.01% | 1904 |
|
|
2023
Q2 | $533 | Sell |
21
-391
| -95% | -$9.92K | ﹤0.01% | 2340 |
|
|
2023
Q1 | $10.2K | Buy |
412
+261
| +173% | +$6.45K | ﹤0.01% | 1346 |
|
|
2022
Q4 | $4.55K | Hold |
151
| – | – | ﹤0.01% | 1648 |
|
|
2022
Q3 | $6K | Buy |
+151
| New | +$6K | ﹤0.01% | 1331 |
|