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