SVB Wealth’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 |
-273
| Closed | -$2.73K | – | 1665 |
|
|
2025
Q1 | $2.73K | Buy |
+273
| New | +$2.73K | ﹤0.01% | 1160 |
|
|
2023
Q2 | – | Sell |
-149,309
| Closed | -$3.69M | – | 1019 |
|
|
2023
Q1 | $3.69M | Sell |
149,309
-15
| -0% | -$371 | 0.05% | 199 |
|
|
2022
Q4 | $4.5M | Buy |
+149,324
| New | +$4.5M | 0.06% | 181 |
|