Bordeaux Wealth Advisors LLC
- SEC CIK
- 0001821271
- Latest filing
- Aug 4, 2025
GTM holding history
ZoomInfo Technologies Inc. in every 13F filed by Bordeaux Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
GTM overviewAll 13F holders of GTMFull Q2 2025 holdings
- Shares (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 10
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 0 | $0 | 0.0% | −329,815−100.0% | Sold out | Holders |
| Q3 2023 | 329,815 | $5.41M | 2.2% | +990.0% | Added | Holders |
| Q2 2023 | 329,716 | $8.37M | 3.4% | +140,983+74.7% | Added | Holders |
| Q1 2023 | 188,733 | $4.66M | 2.4% | +170.0% | Added | Holders |
| Q4 2022 | 188,716 | $5.68M | 3.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 188,716 | $7.86M | 4.9% | +102,153+118.0% | Added | Holders |
| Q2 2022 | 86,563 | $2.88M | 2.0% | −290.0% | Reduced | Holders |
| Q1 2022 | 86,592 | $5.17M | 2.8% | +290.0% | Added | Holders |
| Q4 2021 | 86,563 | $5.56M | 2.6% | 00.0% | Unchanged | Holders |
| Q3 2021 | 86,563 | $5.30M | 3.0% | +71,379+470.1% | Added | Holders |
| Q2 2021 | 15,184 | $792.0K | 0.5% | +15,184 | New | Holders |