True Wealth Design’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 | $69.9K | Buy |
6,903
+6,373
| +1,202% | +$64.5K | 0.02% | 158 |
|
|
2025
Q1 | $5.3K | Buy |
+530
| New | +$5.3K | ﹤0.01% | 668 |
|
|
2023
Q4 | – | Sell |
-2
| Closed | -$33 | – | 815 |
|
|
2023
Q3 | $33 | Hold |
2
| – | – | ﹤0.01% | 762 |
|
|
2023
Q2 | $51 | Buy |
2
+1
| +100% | +$26 | ﹤0.01% | 757 |
|
|
2023
Q1 | $25 | Buy |
+1
| New | +$25 | ﹤0.01% | 852 |
|