GWM
Geneos Wealth Management’s Fastly FSLY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-16,396
| Closed | -$104K | – | 3155 |
|
2025
Q1 | $104K | Buy |
+16,396
| New | +$104K | ﹤0.01% | 1555 |
|
2024
Q4 | – | Sell |
-15,900
| Closed | -$120K | – | 2913 |
|
2024
Q3 | $120K | Buy |
15,900
+91
| +0.6% | +$689 | ﹤0.01% | 910 |
|
2024
Q2 | $117K | Buy |
15,809
+8,701
| +122% | +$64.1K | 0.01% | 830 |
|
2024
Q1 | $92.2K | Buy |
+7,108
| New | +$92.2K | ﹤0.01% | 874 |
|
2023
Q1 | – | Sell |
-6,404
| Closed | -$52.4K | – | 2065 |
|
2022
Q4 | $52.4K | Buy |
6,404
+5,304
| +482% | +$43.4K | ﹤0.01% | 1042 |
|
2022
Q3 | $10K | Sell |
1,100
-525
| -32% | -$4.77K | ﹤0.01% | 1508 |
|
2022
Q2 | $19K | Sell |
1,625
-4,210
| -72% | -$49.2K | ﹤0.01% | 1702 |
|
2022
Q1 | $101K | Buy |
5,835
+3,210
| +122% | +$55.6K | ﹤0.01% | 1088 |
|
2021
Q4 | $93K | Sell |
2,625
-1,700
| -39% | -$60.2K | ﹤0.01% | 1200 |
|
2021
Q3 | $175K | Buy |
4,325
+400
| +10% | +$16.2K | 0.01% | 919 |
|
2021
Q2 | $221K | Sell |
3,925
-2,175
| -36% | -$122K | 0.01% | 804 |
|
2021
Q1 | $389K | Hold |
6,100
| – | – | 0.01% | 699 |
|
2020
Q4 | $377K | Buy |
6,100
+3,718
| +156% | +$230K | 0.02% | 620 |
|
2020
Q3 | $217K | Buy |
2,382
+882
| +59% | +$80.4K | 0.01% | 668 |
|
2020
Q2 | $129K | Sell |
1,500
-2,435
| -62% | -$209K | 0.01% | 811 |
|
2020
Q1 | $71K | Buy |
3,935
+3,335
| +556% | +$60.2K | ﹤0.01% | 968 |
|
2019
Q4 | $12K | Buy |
+600
| New | +$12K | ﹤0.01% | 1890 |
|