Geneos Wealth Management’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.7K | Sell |
671
-530
| -44% | -$26.6K | ﹤0.01% | 1773 |
|
|
2025
Q1 | $71.2K | Buy |
1,201
+865
| +257% | +$51.3K | ﹤0.01% | 1739 |
|
|
2024
Q4 | $24K | Hold |
336
| – | – | ﹤0.01% | 1638 |
|
|
2024
Q3 | $29.2K | Buy |
336
+43
| +15% | +$3.74K | ﹤0.01% | 1405 |
|
|
2024
Q2 | $27.7K | Hold |
293
| – | – | ﹤0.01% | 1253 |
|
|
2024
Q1 | $28.5K | Hold |
293
| – | – | ﹤0.01% | 1257 |
|
|
2023
Q4 | $24.7K | Hold |
293
| – | – | ﹤0.01% | 1283 |
|
|
2023
Q3 | $23.9K | Hold |
293
| – | – | ﹤0.01% | 1313 |
|
|
2023
Q2 | $25.5K | Hold |
293
| – | – | ﹤0.01% | 1292 |
|
|
2023
Q1 | $30.1K | Hold |
293
| – | – | ﹤0.01% | 1223 |
|
|
2022
Q4 | $31.5K | Hold |
293
| – | – | ﹤0.01% | 1204 |
|
|
2022
Q3 | $27K | Sell |
293
-17
| -5% | -$1.57K | ﹤0.01% | 1223 |
|
|
2022
Q2 | $32K | Hold |
310
| – | – | ﹤0.01% | 1470 |
|
|
2022
Q1 | $30K | Hold |
310
| – | – | ﹤0.01% | 1600 |
|
|
2021
Q4 | $33K | Hold |
310
| – | – | ﹤0.01% | 1651 |
|
|
2021
Q3 | $28K | Hold |
310
| – | – | ﹤0.01% | 1749 |
|
|
2021
Q2 | $27K | Hold |
310
| – | – | ﹤0.01% | 1759 |
|
|
2021
Q1 | $26K | Hold |
310
| – | – | ﹤0.01% | 1933 |
|
|
2020
Q4 | $27K | Hold |
310
| – | – | ﹤0.01% | 1742 |
|
|
2020
Q3 | $21K | Hold |
310
| – | – | ﹤0.01% | 1620 |
|
|
2020
Q2 | $20K | Hold |
310
| – | – | ﹤0.01% | 1610 |
|
|
2020
Q1 | $15K | Hold |
310
| – | – | ﹤0.01% | 1621 |
|
|
2019
Q4 | $23K | Hold |
310
| – | – | ﹤0.01% | 1617 |
|
|
2019
Q3 | $23K | Hold |
310
| – | – | ﹤0.01% | 1534 |
|
|
2019
Q2 | $24K | Hold |
310
| – | – | ﹤0.01% | 1544 |
|
|
2019
Q1 | $24K | Hold |
310
| – | – | ﹤0.01% | 1475 |
|
|
2018
Q4 | $21K | Hold |
310
| – | – | ﹤0.01% | 1472 |
|
|
2018
Q3 | $25K | Hold |
310
| – | – | ﹤0.01% | 1469 |
|
|
2018
Q2 | $24K | Hold |
310
| – | – | ﹤0.01% | 1364 |
|
|
2018
Q1 | $21K | Sell |
310
-15
| -5% | -$1.02K | ﹤0.01% | 1365 |
|
|
2017
Q4 | $23K | Hold |
325
| – | – | ﹤0.01% | 1320 |
|
|
2017
Q3 | $21K | Buy |
325
+293
| +916% | +$18.9K | ﹤0.01% | 1292 |
|
|
2017
Q2 | $2K | Sell |
32
-33
| -51% | -$2.06K | ﹤0.01% | 1901 |
|
|
2017
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 1785 |
|
|
2016
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 1735 |
|
|
2016
Q3 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 1672 |
|