Geneos Wealth Management’s Caesars Entertainment CZR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.4K | Buy |
296
+6
| +2% | +$170 | ﹤0.01% | 2389 |
|
2025
Q1 | $15.2K | Buy |
290
+235
| +427% | +$12.3K | ﹤0.01% | 2438 |
|
2024
Q4 | $1.84K | Hold |
55
| – | – | ﹤0.01% | 2626 |
|
2024
Q3 | $2.3K | Buy |
+55
| New | +$2.3K | ﹤0.01% | 2268 |
|
2024
Q1 | – | Sell |
-6,977
| Closed | -$327K | – | 2148 |
|
2023
Q4 | $327K | Buy |
6,977
+4,643
| +199% | +$218K | 0.02% | 558 |
|
2023
Q3 | $108K | Buy |
+2,334
| New | +$108K | 0.01% | 850 |
|
2022
Q3 | – | Sell |
-92
| Closed | -$3K | – | 2138 |
|
2022
Q2 | $3K | Hold |
92
| – | – | ﹤0.01% | 2298 |
|
2022
Q1 | $7K | Sell |
92
-2,377
| -96% | -$181K | ﹤0.01% | 2209 |
|
2021
Q4 | $230K | Hold |
2,469
| – | – | 0.01% | 804 |
|
2021
Q3 | $295K | Sell |
2,469
-63
| -2% | -$7.53K | 0.01% | 720 |
|
2021
Q2 | $259K | Buy |
2,532
+92
| +4% | +$9.41K | 0.01% | 740 |
|
2021
Q1 | $238K | Sell |
2,440
-62
| -2% | -$6.05K | 0.01% | 897 |
|
2020
Q4 | $219K | Buy |
2,502
+124
| +5% | +$10.9K | 0.01% | 798 |
|
2020
Q3 | $135K | Buy |
+2,378
| New | +$135K | 0.01% | 820 |
|