AE Wealth Management’s Ziff Davis ZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,852
| Closed | -$220K | – | 2270 |
|
|
2025
Q1 | $220K | Sell |
5,852
-594
| -9% | -$22.3K | ﹤0.01% | 1232 |
|
|
2024
Q4 | $350K | Buy |
+6,446
| New | +$350K | ﹤0.01% | 1031 |
|
|
2021
Q1 | – | Sell |
-9,008
| Closed | -$765K | – | 1557 |
|
|
2020
Q4 | $765K | Buy |
+9,008
| New | +$765K | 0.01% | 801 |
|
|
2020
Q2 | – | Sell |
-6,600
| Closed | -$430K | – | 1338 |
|
|
2020
Q1 | $430K | Buy |
+6,600
| New | +$430K | 0.01% | 728 |
|