Venturi Wealth Management’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,985
| Closed | -$20.9K | – | 1882 |
|
|
2024
Q4 | $20.9K | Sell |
1,985
-57
| -3% | -$599 | ﹤0.01% | 1250 |
|
|
2024
Q3 | $21.1K | Buy |
2,042
+750
| +58% | +$7.74K | ﹤0.01% | 998 |
|
|
2024
Q2 | $16.5K | Buy |
1,292
+131
| +11% | +$1.67K | ﹤0.01% | 982 |
|
|
2024
Q1 | $18.6K | Buy |
1,161
+912
| +366% | +$14.6K | ﹤0.01% | 759 |
|
|
2023
Q4 | $4.61K | Sell |
249
-169
| -40% | -$3.13K | ﹤0.01% | 1042 |
|
|
2023
Q3 | $6.86K | Buy |
+418
| New | +$6.86K | ﹤0.01% | 883 |
|
|
2023
Q2 | – | Sell |
-162
| Closed | -$4K | – | 1299 |
|
|
2023
Q1 | $4K | Buy |
+162
| New | +$4K | ﹤0.01% | 870 |
|