Mission Wealth Management’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
Q3 | $400K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $420K | Buy |
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|
2024
Q4 | $376K | Sell |
|
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|
2024
Q3 | $393K | Buy |
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|
2024
Q2 | $449K | Buy |
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|
2024
Q1 | $448K | Buy |
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|
2023
Q4 | $425K | Buy |
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|
2023
Q3 | $316K | Buy |
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|
2023
Q2 | $436K | Buy |
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|
2023
Q1 | $379K | Sell |
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|
2022
Q4 | $471K | Buy |
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|
2022
Q3 | $615K | Buy |
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|
2022
Q2 | $468K | Buy |
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|
2022
Q1 | $509K | Buy |
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|
2021
Q4 | $361K | Buy |
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|
2021
Q3 | $334K | Buy |
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