IFP Advisors’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 | $16.6K | Buy |
1,636
+1,363
| +499% | +$13.8K | ﹤0.01% | 2641 |
|
|
2025
Q1 | $3.81K | Sell |
273
-1,773
| -87% | -$24.7K | ﹤0.01% | 2941 |
|
|
2024
Q4 | $22.6K | Sell |
2,046
-1,112
| -35% | -$12.3K | ﹤0.01% | 2193 |
|
|
2024
Q3 | $32.6K | Sell |
3,158
-3,144
| -50% | -$32.4K | ﹤0.01% | 1920 |
|
|
2024
Q2 | $80.5K | Buy |
6,302
+897
| +17% | +$11.5K | ﹤0.01% | 1451 |
|
|
2024
Q1 | $86.6K | Buy |
+5,405
| New | +$86.6K | ﹤0.01% | 1353 |
|
|
2023
Q4 | – | Sell |
-4,945
| Closed | -$81.1K | – | 467 |
|
|
2023
Q3 | $81.1K | Sell |
4,945
-12,900
| -72% | -$212K | ﹤0.01% | 1357 |
|
|
2023
Q2 | $453K | Buy |
17,845
+13,900
| +352% | +$353K | 0.02% | 691 |
|
|
2023
Q1 | $134K | Sell |
3,945
-7,961
| -67% | -$271K | 0.01% | 1109 |
|
|
2022
Q4 | $406K | Sell |
11,906
-1,899
| -14% | -$64.8K | 0.01% | 991 |
|
|
2022
Q3 | $471K | Buy |
13,805
+469
| +4% | +$16K | 0.01% | 960 |
|
|
2022
Q2 | $454K | Hold |
13,336
| – | – | 0.01% | 896 |
|
|
2022
Q1 | $454K | Buy |
13,336
+3,641
| +38% | +$124K | 0.01% | 896 |
|
|
2021
Q4 | $621K | Sell |
9,695
-168
| -2% | -$10.8K | 0.01% | 512 |
|
|
2021
Q3 | $605K | Buy |
9,863
+2,554
| +35% | +$157K | 0.01% | 513 |
|
|
2021
Q2 | $380K | Buy |
7,309
+7,269
| +18,173% | +$378K | 0.01% | 636 |
|
|
2021
Q1 | $2K | Sell |
40
-1,293
| -97% | -$64.7K | ﹤0.01% | 2697 |
|
|
2020
Q4 | $64K | Buy |
1,333
+1,293
| +3,233% | +$62.1K | ﹤0.01% | 1338 |
|
|
2020
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 2512 |
|
|
2020
Q2 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 2414 |
|