Global Retirement Partners’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 | $2.28K | Buy |
+225
| New | +$2.28K | ﹤0.01% | 3193 |
|
|
2024
Q4 | $3.81K | Buy |
362
+194
| +115% | +$2.04K | ﹤0.01% | 2811 |
|
|
2024
Q3 | $1.73K | Sell |
168
-174
| -51% | -$1.8K | ﹤0.01% | 2981 |
|
|
2024
Q2 | $4.37K | Buy |
342
+127
| +59% | +$1.62K | ﹤0.01% | 2671 |
|
|
2024
Q1 | $3.45K | Buy |
215
+87
| +68% | +$1.39K | ﹤0.01% | 2547 |
|
|
2023
Q4 | $1.96K | Buy |
128
+41
| +47% | +$628 | ﹤0.01% | 2683 |
|
|
2023
Q3 | $1.46K | Buy |
87
+21
| +32% | +$352 | ﹤0.01% | 2655 |
|
|
2023
Q2 | $1.68K | Buy |
66
+11
| +20% | +$279 | ﹤0.01% | 2608 |
|
|
2023
Q1 | $1.18K | Sell |
55
-9
| -14% | -$193 | ﹤0.01% | 2682 |
|
|
2022
Q4 | $1.93K | Buy |
64
+9
| +16% | +$271 | ﹤0.01% | 2375 |
|
|
2022
Q3 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 2332 |
|
|
2020
Q3 | – | Sell |
-300
| Closed | -$15K | – | 1734 |
|
|
2020
Q2 | $15K | Buy |
+300
| New | +$15K | ﹤0.01% | 1004 |
|