Mission Wealth Management’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 | – | Sell |
-41,991
| Closed | -$420K | – | 670 |
|
|
2025
Q1 | $420K | Buy |
41,991
+6,215
| +17% | +$62.2K | 0.01% | 473 |
|
|
2024
Q4 | $376K | Sell |
35,776
-2,290
| -6% | -$24.1K | 0.01% | 482 |
|
|
2024
Q3 | $393K | Buy |
38,066
+2,868
| +8% | +$29.6K | 0.01% | 462 |
|
|
2024
Q2 | $449K | Buy |
35,198
+7,258
| +26% | +$92.7K | 0.01% | 413 |
|
|
2024
Q1 | $448K | Buy |
27,940
+4,963
| +22% | +$79.6K | 0.01% | 439 |
|
|
2023
Q4 | $425K | Buy |
22,977
+3,696
| +19% | +$68.3K | 0.01% | 391 |
|
|
2023
Q3 | $316K | Buy |
19,281
+2,120
| +12% | +$34.8K | 0.01% | 422 |
|
|
2023
Q2 | $436K | Buy |
17,161
+1,809
| +12% | +$45.9K | 0.02% | 358 |
|
|
2023
Q1 | $379K | Sell |
15,352
-280
| -2% | -$6.92K | 0.02% | 379 |
|
|
2022
Q4 | $471K | Buy |
15,632
+862
| +6% | +$26K | 0.02% | 317 |
|
|
2022
Q3 | $615K | Buy |
14,770
+687
| +5% | +$28.6K | 0.03% | 251 |
|
|
2022
Q2 | $468K | Buy |
14,083
+5,550
| +65% | +$184K | 0.02% | 298 |
|
|
2022
Q1 | $509K | Buy |
8,533
+2,903
| +52% | +$173K | 0.02% | 293 |
|
|
2021
Q4 | $361K | Buy |
5,630
+175
| +3% | +$11.2K | 0.02% | 367 |
|
|
2021
Q3 | $334K | Buy |
+5,455
| New | +$334K | 0.02% | 368 |
|