IFP 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 | $16.6K | Buy |
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|
2025
Q1 | $3.81K | Sell |
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|
2024
Q4 | $22.6K | Sell |
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|
2024
Q3 | $32.6K | Sell |
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|
2024
Q2 | $80.5K | Buy |
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|
2024
Q1 | $86.6K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $81.1K | Sell |
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|
2023
Q2 | $453K | Buy |
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|
2023
Q1 | $134K | Sell |
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|
2022
Q4 | $406K | Sell |
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|
2022
Q3 | $471K | Buy |
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|
2022
Q2 | $454K | Hold |
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|
2022
Q1 | $454K | Buy |
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|
2021
Q4 | $621K | Sell |
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|
2021
Q3 | $605K | Buy |
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|
2021
Q2 | $380K | Buy |
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|
2021
Q1 | $2K | Sell |
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|
2020
Q4 | $64K | Buy |
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|
2020
Q3 | $2K | Hold |
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|
2020
Q2 | $2K | Buy |
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