Summit Trail 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
$334K Buy
+32,955
New +$334K 0.01% 881
2025
Q1
Sell
-26,394
Closed -$277K 468
2024
Q4
$277K Buy
26,394
+6,177
+31% +$64.9K 0.01% 309
2024
Q3
$209K Buy
+20,217
New +$209K 0.01% 665