Rise Advisors’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
$8.54K Hold
844
﹤0.01% 1062
2025
Q1
$8.44K Sell
844
-226
-21% -$2.26K ﹤0.01% 1089
2024
Q4
$11.2K Hold
1,070
0.01% 948
2024
Q3
$11K Hold
1,070
0.01% 988
2024
Q2
$13.7K Hold
1,070
0.01% 878
2024
Q1
$17.2K Buy
+1,070
New +$17.2K 0.01% 756