Creative Planning’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 | $518K | Buy |
17,098
+7,978
| +87% | +$241K | ﹤0.01% | 2437 |
|
|
2025
Q1 | $343K | Sell |
9,120
-102
| -1% | -$3.83K | ﹤0.01% | 2622 |
|
|
2024
Q4 | $501K | Sell |
9,222
-4,125
| -31% | -$224K | ﹤0.01% | 2216 |
|
|
2024
Q3 | $649K | Buy |
13,347
+7,507
| +129% | +$365K | ﹤0.01% | 1877 |
|
|
2024
Q2 | $321K | Buy |
5,840
+822
| +16% | +$45.3K | ﹤0.01% | 2281 |
|
|
2024
Q1 | $316K | Buy |
5,018
+1,470
| +41% | +$92.7K | ﹤0.01% | 2196 |
|
|
2023
Q4 | $238K | Buy |
+3,548
| New | +$238K | ﹤0.01% | 2269 |
|
|
2018
Q3 | – | Sell |
-3,303
| Closed | -$249K | – | 2009 |
|
|
2018
Q2 | $249K | Buy |
+3,303
| New | +$249K | ﹤0.01% | 1471 |
|
|
2017
Q3 | – | Sell |
-3,154
| Closed | -$233K | – | 3656 |
|
|
2017
Q2 | $233K | Buy |
3,154
+1,612
| +105% | +$119K | ﹤0.01% | 1419 |
|
|
2017
Q1 | $113K | Buy |
1,542
+715
| +86% | +$52.4K | ﹤0.01% | 1857 |
|
|
2016
Q4 | $59K | Sell |
827
-1
| -0.1% | -$71 | ﹤0.01% | 2249 |
|
|
2016
Q3 | $48K | Buy |
828
+39
| +5% | +$2.26K | ﹤0.01% | 2381 |
|
|
2016
Q2 | $43K | Sell |
789
-131
| -14% | -$7.14K | ﹤0.01% | 2237 |
|
|
2016
Q1 | $49K | Hold |
920
| – | – | ﹤0.01% | 2114 |
|
|
2015
Q4 | $66K | Hold |
920
| – | – | ﹤0.01% | 1875 |
|
|
2015
Q3 | $57K | Buy |
+920
| New | +$57K | ﹤0.01% | 1941 |
|
|
2015
Q2 | – | Sell |
-920
| Closed | -$53K | – | 2935 |
|
|
2015
Q1 | $53K | Hold |
920
| – | – | ﹤0.01% | 1985 |
|
|
2014
Q4 | $50K | Buy |
920
+230
| +33% | +$12.5K | ﹤0.01% | 1992 |
|
|
2014
Q3 | $30K | Hold |
690
| – | – | ﹤0.01% | 2237 |
|
|
2014
Q2 | $31K | Buy |
+690
| New | +$31K | ﹤0.01% | 2174 |
|