Pathstone Holdings’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 |
-24,051
| Closed | -$241K | – | 2310 |
|
2025
Q1 | $241K | Buy |
24,051
+8,499
| +55% | +$85K | ﹤0.01% | 1995 |
|
2024
Q4 | $163K | Buy |
15,552
+756
| +5% | +$7.95K | ﹤0.01% | 2200 |
|
2024
Q3 | $153K | Buy |
14,796
+2,558
| +21% | +$26.4K | ﹤0.01% | 2207 |
|
2024
Q2 | $156K | Buy |
+12,238
| New | +$156K | ﹤0.01% | 2186 |
|
2024
Q1 | – | Sell |
-10,604
| Closed | -$196K | – | 2342 |
|
2023
Q4 | $196K | Buy |
+10,604
| New | +$196K | ﹤0.01% | 2061 |
|