Douglass Winthrop Advisors’s Genesis Energy GEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $603K | Hold |
35,000
| – | – | 0.01% | 180 |
|
|
2025
Q1 | $549K | Hold |
35,000
| – | – | 0.01% | 182 |
|
|
2024
Q4 | $354K | Hold |
35,000
| – | – | 0.01% | 235 |
|
|
2024
Q3 | $468K | Hold |
35,000
| – | – | 0.01% | 206 |
|
|
2024
Q2 | $501K | Sell |
35,000
-5,000
| -13% | -$71.6K | 0.01% | 193 |
|
|
2024
Q1 | $445K | Hold |
40,000
| – | – | 0.01% | 203 |
|
|
2023
Q4 | $463K | Hold |
40,000
| – | – | 0.01% | 181 |
|
|
2023
Q3 | $413K | Hold |
40,000
| – | – | 0.01% | 175 |
|
|
2023
Q2 | $382K | Hold |
40,000
| – | – | 0.01% | 189 |
|
|
2023
Q1 | $450K | Buy |
+40,000
| New | +$450K | 0.01% | 182 |
|