Private 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 |
-60
| Closed | -$600 | – | 1614 |
|
|
2025
Q1 | $600 | Sell |
60
-4
| -6% | -$40 | ﹤0.01% | 1367 |
|
|
2024
Q4 | $673 | Sell |
64
-1
| -2% | -$11 | ﹤0.01% | 1384 |
|
|
2024
Q3 | $671 | Buy |
+65
| New | +$671 | ﹤0.01% | 1376 |
|
|
2024
Q2 | – | Sell |
-131
| Closed | -$2.1K | – | 1615 |
|
|
2024
Q1 | $2.1K | Sell |
131
-99
| -43% | -$1.59K | ﹤0.01% | 942 |
|
|
2023
Q4 | $4.25K | Buy |
+230
| New | +$4.25K | ﹤0.01% | 688 |
|