Clearstead Advisors’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 | $23.8K | Buy |
786
+234
| +42% | +$7.08K | ﹤0.01% | 1549 |
|
|
2025
Q1 | $20.7K | Buy |
552
+2
| +0.4% | +$75 | ﹤0.01% | 1414 |
|
|
2024
Q4 | $29.9K | Hold |
550
| – | – | ﹤0.01% | 1278 |
|
|
2024
Q3 | $26.8K | Hold |
550
| – | – | ﹤0.01% | 1346 |
|
|
2024
Q2 | $30.3K | Hold |
550
| – | – | ﹤0.01% | 1280 |
|
|
2024
Q1 | $30.6K | Hold |
550
| – | – | ﹤0.01% | 867 |
|
|
2023
Q4 | $37K | Sell |
550
-550
| -50% | -$37K | ﹤0.01% | 809 |
|
|
2023
Q3 | $70.1K | Buy |
1,100
+550
| +100% | +$35K | ﹤0.01% | 817 |
|
|
2023
Q2 | $38.5K | Hold |
550
| – | – | ﹤0.01% | 778 |
|
|
2023
Q1 | $42.9K | Hold |
550
| – | – | ﹤0.01% | 697 |
|
|
2022
Q4 | $43.5K | Hold |
550
| – | – | ﹤0.01% | 646 |
|
|
2022
Q3 | $38K | Hold |
550
| – | – | ﹤0.01% | 660 |
|
|
2022
Q2 | $41K | Hold |
550
| – | – | ﹤0.01% | 657 |
|
|
2022
Q1 | $53K | Sell |
550
-550
| -50% | -$53K | ﹤0.01% | 669 |
|
|
2021
Q4 | $122K | Sell |
1,100
-165
| -13% | -$18.3K | 0.01% | 486 |
|
|
2021
Q3 | $150K | Hold |
1,265
| – | – | 0.01% | 414 |
|
|
2021
Q2 | $151K | Hold |
1,265
| – | – | 0.01% | 383 |
|
|
2021
Q1 | $132K | Hold |
1,265
| – | – | 0.01% | 394 |
|
|
2020
Q4 | $107K | Hold |
1,265
| – | – | 0.01% | 402 |
|
|
2020
Q3 | $76K | Hold |
1,265
| – | – | 0.01% | 404 |
|
|
2020
Q2 | $70K | Hold |
1,265
| – | – | 0.01% | 396 |
|
|
2020
Q1 | $82K | Buy |
+1,265
| New | +$82K | 0.01% | 350 |
|