A detailed history of Ever Source Wealth Advisors, LLC transactions in Zoom Info Technologies Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 609 shares of ZI stock, worth $7,472. This represents 0.0% of its overall portfolio holdings.

Number of Shares
609
Previous 947 35.69%
Holding current value
$7,472
Previous $15,000 40.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024

SELL
$15.11 - $18.32 $5,107 - $6,192
-338 Reduced 35.69%
609 $9,000
Q4 2023

Feb 09, 2024

BUY
$12.53 - $18.94 $9,710 - $14,678
775 Added 450.58%
947 $17,000
Q3 2023

Nov 03, 2023

BUY
$15.73 - $28.95 $2,375 - $4,371
151 Added 719.05%
172 $2,000
Q2 2023

Aug 04, 2023

SELL
$20.44 - $28.46 $7,992 - $11,127
-391 Reduced 94.9%
21 $0
Q1 2023

May 11, 2023

BUY
$21.36 - $30.24 $5,574 - $7,892
261 Added 172.85%
412 $10,000
Q3 2022

Nov 07, 2022

BUY
$33.89 - $51.59 $5,117 - $7,790
151 New
151 $6,000

Others Institutions Holding ZI

About ZoomInfo Technologies Inc.


  • Ticker ZI
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 403,441,984
  • Market Cap $4.95B
  • Description
  • ZoomInfo Technologies Inc., through its subsidiaries, provides go-to-market intelligence and engagement platform for sales and marketing teams in the United States and internationally. The company's cloud-based platform provides information on organizations and professionals to help users identify target customers and decision makers, obtain con...
More about ZI
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