West Branch Capital’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
-150
Closed -$1.58K 585
2024
Q4
$1.58K Hold
150
﹤0.01% 394
2024
Q3
$1.55K Hold
150
﹤0.01% 382
2024
Q2
$1.92K Hold
150
﹤0.01% 385
2024
Q1
$2.41K Hold
150
﹤0.01% 373
2023
Q4
$2.77K Hold
150
﹤0.01% 383
2023
Q3
$2.46K Hold
150
﹤0.01% 379
2023
Q2
$3.81K Hold
150
﹤0.01% 367
2023
Q1
$3.71K Hold
150
﹤0.01% 376
2022
Q4
$4.52K Hold
150
﹤0.01% 357
2022
Q3
$6K Hold
150
﹤0.01% 337
2022
Q2
$5K Hold
150
﹤0.01% 345
2022
Q1
$9K Hold
150
﹤0.01% 309
2021
Q4
$10K Buy
+150
New +$10K ﹤0.01% 331