GWM
Geneos Wealth Management’s Krispy Kreme DNUT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $646 | Sell |
222
-111
| -33% | -$323 | ﹤0.01% | 3077 |
|
2025
Q1 | $1.64K | Buy |
333
+222
| +200% | +$1.09K | ﹤0.01% | 3000 |
|
2024
Q4 | $1.1K | Hold |
111
| – | – | ﹤0.01% | 2745 |
|
2024
Q3 | $1.19K | Hold |
111
| – | – | ﹤0.01% | 2411 |
|
2024
Q2 | $1.19K | Hold |
111
| – | – | ﹤0.01% | 1958 |
|
2024
Q1 | $1.69K | Hold |
111
| – | – | ﹤0.01% | 1923 |
|
2023
Q4 | $1.68K | Hold |
111
| – | – | ﹤0.01% | 1948 |
|
2023
Q3 | $1.38K | Hold |
111
| – | – | ﹤0.01% | 1986 |
|
2023
Q2 | $1.64K | Hold |
111
| – | – | ﹤0.01% | 1961 |
|
2023
Q1 | $1.73K | Hold |
111
| – | – | ﹤0.01% | 1931 |
|
2022
Q4 | $1.15K | Hold |
111
| – | – | ﹤0.01% | 1946 |
|
2022
Q3 | $1K | Hold |
111
| – | – | ﹤0.01% | 1915 |
|
2022
Q2 | $1K | Sell |
111
-39
| -26% | -$351 | ﹤0.01% | 2475 |
|
2022
Q1 | $2K | Buy |
+150
| New | +$2K | ﹤0.01% | 2533 |
|