Prestige Wealth Management Group’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 |
-139
| Closed | -$1.39K | – | 1061 |
|
2025
Q1 | $1.39K | Hold |
139
| – | – | ﹤0.01% | 797 |
|
2024
Q4 | $1.46K | Buy |
+139
| New | +$1.46K | ﹤0.01% | 828 |
|
2024
Q3 | – | Sell |
-132
| Closed | -$1.69K | – | 1050 |
|
2024
Q2 | $1.69K | Buy |
+132
| New | +$1.69K | ﹤0.01% | 752 |
|
2023
Q3 | – | Sell |
-39
| Closed | -$991 | – | 1089 |
|
2023
Q2 | $991 | Buy |
+39
| New | +$991 | ﹤0.01% | 907 |
|