IEQ Capital’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
$7.7M Buy
760,527
+392,786
+107% +$3.97M 0.05% 303
2025
Q1
$3.68M Buy
+367,741
New +$3.68M 0.03% 417
2024
Q1
Sell
-10,341
Closed -$191K 1009
2023
Q4
$191K Buy
+10,341
New +$191K ﹤0.01% 844
2022
Q4
Sell
-5,451
Closed -$227K 902
2022
Q3
$227K Buy
+5,451
New +$227K 0.01% 735