Allworth Financial’s Ziff Davis ZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $44.9K | Buy |
1,069
+306
| +40% | +$11.3K | ﹤0.01% | 2409 |
|
|
2025
Q4 | $26.8K | Sell |
763
-250
| -25% | -$8.72K | ﹤0.01% | 2610 |
|
|
2025
Q3 | $38.6K | Sell |
1,013
-16
| -2% | -$560 | ﹤0.01% | 2285 |
|
|
2025
Q2 | $31.1K | Buy |
1,029
+617
| +150% | +$19.8K | ﹤0.01% | 2234 |
|
|
2025
Q1 | $12.8K | Buy |
412
+96
| +30% | +$4.61K | ﹤0.01% | 2315 |
|
|
2024
Q4 | $16.9K | Hold |
316
| – | – | ﹤0.01% | 2196 |
|
|
2024
Q3 | $15.4K | Buy |
316
+18
| +6% | +$857 | ﹤0.01% | 2066 |
|
|
2024
Q2 | $14.9K | Sell |
298
-200
| -40% | -$11K | ﹤0.01% | 2053 |
|
|
2024
Q1 | $31.4K | Hold |
498
| – | – | ﹤0.01% | 1517 |
|
|
2023
Q4 | $33.5K | Sell |
498
-13
| -3% | -$824 | ﹤0.01% | 1364 |
|
|
2023
Q3 | $32.5K | Buy |
511
+16
| +3% | +$1.1K | ﹤0.01% | 1276 |
|
|
2023
Q2 | $34.7K | Buy |
495
+135
| +38% | +$9.24K | ﹤0.01% | 1255 |
|
|
2023
Q1 | $28.1K | Hold |
360
| – | – | ﹤0.01% | 1286 |
|
|
2022
Q4 | $28.5K | Buy |
360
+4
| +1% | +$322 | ﹤0.01% | 1218 |
|
|
2022
Q3 | $24K | Buy |
356
+66
| +23% | +$5.2K | ﹤0.01% | 1227 |
|
|
2022
Q2 | $22K | Hold |
290
| – | – | ﹤0.01% | 1214 |
|
|
2022
Q1 | $28K | Sell |
290
-1
| -0.3% | -$103 | ﹤0.01% | 1119 |
|
|
2021
Q4 | $32K | Sell |
291
-43
| -13% | -$5.1K | ﹤0.01% | 964 |
|
|
2021
Q3 | $40K | Hold |
334
| – | – | ﹤0.01% | 839 |
|
|
2021
Q2 | $40K | Hold |
334
| – | – | ﹤0.01% | 675 |
|
|
2021
Q1 | $35K | Hold |
334
| – | – | ﹤0.01% | 652 |
|
|
2020
Q4 | $28K | Hold |
334
| – | – | ﹤0.01% | 588 |
|
|
2020
Q3 | $20K | Hold |
334
| – | – | ﹤0.01% | 573 |
|
|
2020
Q2 | $18K | Hold |
334
| – | – | ﹤0.01% | 613 |
|
|
2020
Q1 | $22K | Hold |
334
| – | – | ﹤0.01% | 544 |
|
|
2019
Q4 | $27K | Buy |
+334
| New | +$27.6K | ﹤0.01% | 470 |
|
Other funds holding ZD
PFCS
VPM
VCM
