EverSource Wealth Advisors’s Ziff Davis ZD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3K | Buy |
804
+302
| +60% | +$9.14K | ﹤0.01% | 2139 |
|
|
2025
Q1 | $18.9K | Buy |
502
+322
| +179% | +$12.1K | ﹤0.01% | 1719 |
|
|
2024
Q4 | $9.78K | Sell |
180
-174
| -49% | -$9.46K | ﹤0.01% | 2004 |
|
|
2024
Q3 | $17.2K | Buy |
354
+340
| +2,429% | +$16.5K | ﹤0.01% | 1572 |
|
|
2024
Q2 | $670 | Sell |
14
-374
| -96% | -$17.9K | ﹤0.01% | 2820 |
|
|
2024
Q1 | $19.4K | Sell |
388
-125
| -24% | -$6.26K | ﹤0.01% | 1376 |
|
|
2023
Q4 | $34.5K | Buy |
513
+402
| +362% | +$27K | ﹤0.01% | 1040 |
|
|
2023
Q3 | $7.07K | Buy |
111
+102
| +1,133% | +$6.5K | ﹤0.01% | 1547 |
|
|
2023
Q2 | $631 | Sell |
9
-514
| -98% | -$36K | ﹤0.01% | 2307 |
|
|
2023
Q1 | $40.8K | Sell |
523
-9
| -2% | -$702 | 0.01% | 859 |
|
|
2022
Q4 | $42.1K | Buy |
+532
| New | +$42.1K | 0.01% | 823 |
|
|
2022
Q3 | – | Sell |
-1,047
| Closed | -$78K | – | 2163 |
|
|
2022
Q2 | $78K | Buy |
+1,047
| New | +$78K | 0.02% | 453 |
|