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 |
|