Geneos Wealth Management’s IAC Inc IAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $114K | Sell |
3,060
-4,437
| -59% | -$166K | ﹤0.01% | 1196 |
|
2025
Q1 | $283K | Buy |
7,497
+5,632
| +302% | +$212K | ﹤0.01% | 1099 |
|
2024
Q4 | $66K | Hold |
1,865
| – | – | ﹤0.01% | 1208 |
|
2024
Q3 | $82.3K | Buy |
1,865
+36
| +2% | +$1.59K | ﹤0.01% | 1024 |
|
2024
Q2 | $70.3K | Hold |
1,829
| – | – | ﹤0.01% | 965 |
|
2024
Q1 | $80K | Buy |
+1,829
| New | +$80K | ﹤0.01% | 920 |
|
2023
Q4 | – | Sell |
-24
| Closed | -$1.01K | – | 2130 |
|
2023
Q3 | $1.01K | Hold |
24
| – | – | ﹤0.01% | 2028 |
|
2023
Q2 | $1.26K | Hold |
24
| – | – | ﹤0.01% | 1998 |
|
2023
Q1 | $1.03K | Hold |
24
| – | – | ﹤0.01% | 1988 |
|
2022
Q4 | $888 | Hold |
24
| – | – | ﹤0.01% | 1977 |
|
2022
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 1931 |
|
2022
Q2 | $1K | Sell |
24
-27
| -53% | -$1.13K | ﹤0.01% | 2497 |
|
2022
Q1 | $4K | Buy |
+51
| New | +$4K | ﹤0.01% | 2404 |
|
2021
Q2 | – | Sell |
-37
| Closed | -$5K | – | 2973 |
|
2021
Q1 | $5K | Sell |
37
-220
| -86% | -$29.7K | ﹤0.01% | 2647 |
|
2020
Q4 | $4K | Buy |
257
+211
| +459% | +$3.28K | ﹤0.01% | 2538 |
|
2020
Q3 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 2414 |
|