Creative Planning’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 | $4.61M | Buy |
109,757
+42,643
| +64% | +$1.57M | ﹤0.01% | 1273 |
|
|
2025
Q4 | $2.36M | Buy |
67,114
+38,089
| +131% | +$1.33M | ﹤0.01% | 1595 |
|
|
2025
Q3 | $1.11M | Buy |
29,025
+11,927
| +70% | +$418K | ﹤0.01% | 2022 |
|
|
2025
Q2 | $518K | Buy |
17,098
+7,978
| +87% | +$256K | ﹤0.01% | 2444 |
|
|
2025
Q1 | $343K | Sell |
9,120
-102
| -1% | -$4.89K | ﹤0.01% | 2629 |
|
|
2024
Q4 | $501K | Sell |
9,222
-4,125
| -31% | -$216K | ﹤0.01% | 2223 |
|
|
2024
Q3 | $649K | Buy |
13,347
+7,507
| +129% | +$358K | ﹤0.01% | 1877 |
|
|
2024
Q2 | $321K | Buy |
5,840
+822
| +16% | +$45.2K | ﹤0.01% | 2290 |
|
|
2024
Q1 | $316K | Buy |
5,018
+1,470
| +41% | +$97.6K | ﹤0.01% | 2205 |
|
|
2023
Q4 | $238K | Buy |
+3,548
| New | +$225K | ﹤0.01% | 2276 |
|
|
2018
Q3 | – | Sell |
-3,303
| Closed | -$249K | – | 2184 |
|
|
2018
Q2 | $249K | Buy |
+3,303
| New | +$242K | ﹤0.01% | 1485 |
|
|
2017
Q3 | – | Sell |
-3,154
| Closed | -$233K | – | 3770 |
|
|
2017
Q2 | $233K | Buy |
3,154
+1,612
| +105% | +$120K | ﹤0.01% | 1431 |
|
|
2017
Q1 | $113K | Buy |
1,542
+715
| +86% | +$52.3K | ﹤0.01% | 1870 |
|
|
2016
Q4 | $59K | Sell |
827
-1
| -0.1% | -$64 | ﹤0.01% | 2265 |
|
|
2016
Q3 | $48K | Buy |
828
+39
| +5% | +$2.27K | ﹤0.01% | 2399 |
|
|
2016
Q2 | $43K | Sell |
789
-131
| -14% | -$7.29K | ﹤0.01% | 2252 |
|
|
2016
Q1 | $49K | Hold |
920
| – | – | ﹤0.01% | 2127 |
|
|
2015
Q4 | $66K | Hold |
920
| – | – | ﹤0.01% | 1894 |
|
|
2015
Q3 | $57K | Buy |
+920
| New | +$55.7K | ﹤0.01% | 1951 |
|
|
2015
Q2 | – | Sell |
-920
| Closed | -$53K | – | 3081 |
|
|
2015
Q1 | $53K | Hold |
920
| – | – | ﹤0.01% | 1999 |
|
|
2014
Q4 | $50K | Buy |
920
+230
| +33% | +$11.1K | ﹤0.01% | 2010 |
|
|
2014
Q3 | $30K | Hold |
690
| – | – | ﹤0.01% | 2259 |
|
|
2014
Q2 | $31K | Buy |
+690
| New | +$28.8K | ﹤0.01% | 2201 |
|
Other funds holding ZD
PFCS
VPM
VCM
