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