Geneos Wealth Management’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $55.3K | Sell |
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|
2025
Q2 | $57.9K | Sell |
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|
2025
Q1 | $133K | Buy |
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|
2024
Q4 | $74.9K | Hold |
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|
2024
Q3 | $76.5K | Buy |
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|
2024
Q2 | $66.9K | Buy |
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|
2024
Q1 | $56.1K | Hold |
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|
2023
Q4 | $56.4K | Hold |
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|
2023
Q3 | $48.2K | Sell |
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|
2023
Q2 | $56.9K | Hold |
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|
2023
Q1 | $71.4K | Buy |
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|
2022
Q4 | $37.6K | Sell |
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|
2022
Q3 | $56K | Sell |
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|
2022
Q2 | $116K | Sell |
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|
2022
Q1 | $242K | Sell |
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|
2021
Q4 | $223K | Sell |
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|
2021
Q3 | $196K | Sell |
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|
2021
Q2 | $163K | Buy |
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|
2021
Q1 | $122K | Buy |
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|
2020
Q4 | $107K | Sell |
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|
2020
Q3 | $48K | Hold |
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|
2020
Q2 | $46K | Hold |
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|
2020
Q1 | $27K | Buy |
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|
2019
Q4 | $52K | Sell |
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|
2019
Q3 | $54K | Sell |
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|
2019
Q2 | $67K | Sell |
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|
2019
Q1 | $97K | Sell |
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|
2018
Q4 | $91K | Sell |
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|
2018
Q3 | $148K | Sell |
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|
2018
Q2 | $176K | Buy |
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|
2018
Q1 | $165K | Buy |
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|
2017
Q4 | $189K | Buy |
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|
2017
Q3 | $97K | Buy |
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|
2017
Q2 | $61K | Sell |
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|
2017
Q1 | $65K | Buy |
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|
2016
Q4 | $52K | Buy |
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