Oppenheimer Asset 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 | $658K | Buy |
65,034
+16,835
| +35% | +$170K | 0.01% | 829 |
|
|
2025
Q1 | $482K | Buy |
48,199
+19,994
| +71% | +$200K | 0.01% | 862 |
|
|
2024
Q4 | $296K | Buy |
+28,205
| New | +$296K | ﹤0.01% | 983 |
|
|
2024
Q3 | – | Sell |
-108,002
| Closed | -$1.38M | – | 1210 |
|
|
2024
Q2 | $1.38M | Buy |
108,002
+4,571
| +4% | +$58.4K | 0.02% | 633 |
|
|
2024
Q1 | $1.66M | Buy |
103,431
+3,635
| +4% | +$58.3K | 0.02% | 554 |
|
|
2023
Q4 | $1.85M | Sell |
99,796
-10,678
| -10% | -$197K | 0.03% | 539 |
|
|
2023
Q3 | $1.81M | Sell |
110,474
-26,566
| -19% | -$436K | 0.03% | 522 |
|
|
2023
Q2 | $3.48M | Sell |
137,040
-4,364
| -3% | -$111K | 0.05% | 373 |
|
|
2023
Q1 | $3.49M | Buy |
141,404
+3,212
| +2% | +$79.4K | 0.05% | 350 |
|
|
2022
Q4 | $4.16M | Sell |
138,192
-2,684
| -2% | -$80.8K | 0.07% | 308 |
|
|
2022
Q3 | $5.87M | Buy |
140,876
+83,921
| +147% | +$3.5M | 0.1% | 228 |
|
|
2022
Q2 | $1.89M | Buy |
56,955
+52,343
| +1,135% | +$1.74M | 0.03% | 483 |
|
|
2022
Q1 | $276K | Buy |
4,612
+137
| +3% | +$8.2K | ﹤0.01% | 1046 |
|
|
2021
Q4 | $287K | Buy |
+4,475
| New | +$287K | ﹤0.01% | 1083 |
|