Washington Trust 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 | $4.83K | Hold |
477
| – | – | ﹤0.01% | 574 |
|
2025
Q1 | $4.77K | Hold |
477
| – | – | ﹤0.01% | 555 |
|
2024
Q4 | $5.01K | Hold |
477
| – | – | ﹤0.01% | 567 |
|
2024
Q3 | $4.92K | Hold |
477
| – | – | ﹤0.01% | 575 |
|
2024
Q2 | $6.09K | Hold |
477
| – | – | ﹤0.01% | 528 |
|
2024
Q1 | $7.65K | Sell |
477
-690
| -59% | -$11.1K | ﹤0.01% | 518 |
|
2023
Q4 | $21.6K | Buy |
1,167
+563
| +93% | +$10.4K | ﹤0.01% | 394 |
|
2023
Q3 | $9.91K | Buy |
604
+228
| +61% | +$3.74K | ﹤0.01% | 464 |
|
2023
Q2 | $9.55K | Buy |
376
+76
| +25% | +$1.93K | ﹤0.01% | 467 |
|
2023
Q1 | $7.41K | Hold |
300
| – | – | ﹤0.01% | 546 |
|
2022
Q4 | $9.03K | Buy |
+300
| New | +$9.03K | ﹤0.01% | 514 |
|