EverSource Wealth Advisors’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 | $149K | Buy |
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|
2025
Q1 | $24.4K | Buy |
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|
2024
Q4 | $1.88K | Buy |
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|
2024
Q3 | $1.05K | Buy |
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|
2024
Q2 | $954 | Sell |
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|
2024
Q1 | $9.66K | Sell |
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|
2023
Q4 | $17.5K | Buy |
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|
2023
Q3 | $2.82K | Buy |
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|
2023
Q2 | $533 | Sell |
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|
2023
Q1 | $10.2K | Buy |
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|
2022
Q4 | $4.55K | Hold |
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|
2022
Q3 | $6K | Buy |
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