Geneos Wealth Management’s Macy's M Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9K | Sell |
249
-153
| -38% | -$1.78K | ﹤0.01% | 2732 |
|
|
2025
Q1 | $7.79K | Buy |
402
+162
| +68% | +$3.14K | ﹤0.01% | 2640 |
|
|
2024
Q4 | $4.06K | Sell |
240
-43
| -15% | -$728 | ﹤0.01% | 2401 |
|
|
2024
Q3 | $4.44K | Buy |
283
+130
| +85% | +$2.04K | ﹤0.01% | 2106 |
|
|
2024
Q2 | $2.94K | Hold |
153
| – | – | ﹤0.01% | 1813 |
|
|
2024
Q1 | $3.06K | Hold |
153
| – | – | ﹤0.01% | 1805 |
|
|
2023
Q4 | $3.08K | Buy |
153
+46
| +43% | +$925 | ﹤0.01% | 1843 |
|
|
2023
Q3 | $1.24K | Hold |
107
| – | – | ﹤0.01% | 1998 |
|
|
2023
Q2 | $1.72K | Hold |
107
| – | – | ﹤0.01% | 1951 |
|
|
2023
Q1 | $1.87K | Sell |
107
-222
| -67% | -$3.88K | ﹤0.01% | 1911 |
|
|
2022
Q4 | $6.79K | Hold |
329
| – | – | ﹤0.01% | 1637 |
|
|
2022
Q3 | $5K | Sell |
329
-1,759
| -84% | -$26.7K | ﹤0.01% | 1692 |
|
|
2022
Q2 | $37K | Hold |
2,088
| – | – | ﹤0.01% | 1405 |
|
|
2022
Q1 | $50K | Hold |
2,088
| – | – | ﹤0.01% | 1384 |
|
|
2021
Q4 | $54K | Hold |
2,088
| – | – | ﹤0.01% | 1446 |
|
|
2021
Q3 | $47K | Sell |
2,088
-500
| -19% | -$11.3K | ﹤0.01% | 1524 |
|
|
2021
Q2 | $48K | Hold |
2,588
| – | – | ﹤0.01% | 1500 |
|
|
2021
Q1 | $42K | Hold |
2,588
| – | – | ﹤0.01% | 1719 |
|
|
2020
Q4 | $42K | Buy |
2,588
+578
| +29% | +$9.38K | ﹤0.01% | 1543 |
|
|
2020
Q3 | $12K | Sell |
2,010
-1,237
| -38% | -$7.39K | ﹤0.01% | 1880 |
|
|
2020
Q2 | $19K | Buy |
3,247
+661
| +26% | +$3.87K | ﹤0.01% | 1644 |
|
|
2020
Q1 | $14K | Sell |
2,586
-3,470
| -57% | -$18.8K | ﹤0.01% | 1654 |
|
|
2019
Q4 | $99K | Buy |
6,056
+843
| +16% | +$13.8K | 0.01% | 956 |
|
|
2019
Q3 | $79K | Buy |
5,213
+1,766
| +51% | +$26.8K | ﹤0.01% | 983 |
|
|
2019
Q2 | $73K | Buy |
3,447
+1,130
| +49% | +$23.9K | ﹤0.01% | 1024 |
|
|
2019
Q1 | $55K | Sell |
2,317
-154
| -6% | -$3.66K | ﹤0.01% | 1091 |
|
|
2018
Q4 | $74K | Sell |
2,471
-3,427
| -58% | -$103K | 0.01% | 936 |
|
|
2018
Q3 | $204K | Buy |
5,898
+3,788
| +180% | +$131K | 0.01% | 638 |
|
|
2018
Q2 | $78K | Sell |
2,110
-169
| -7% | -$6.25K | 0.01% | 871 |
|
|
2018
Q1 | $67K | Sell |
2,279
-4,780
| -68% | -$141K | 0.01% | 893 |
|
|
2017
Q4 | $177K | Buy |
7,059
+5,721
| +428% | +$143K | 0.02% | 575 |
|
|
2017
Q3 | $29K | Buy |
1,338
+241
| +22% | +$5.22K | ﹤0.01% | 1187 |
|
|
2017
Q2 | $25K | Hold |
1,097
| – | – | ﹤0.01% | 1188 |
|
|
2017
Q1 | $32K | Hold |
1,097
| – | – | ﹤0.01% | 1062 |
|
|
2016
Q4 | $39K | Hold |
1,097
| – | – | 0.01% | 929 |
|
|
2016
Q3 | $40K | Sell |
1,097
-49
| -4% | -$1.79K | 0.01% | 901 |
|
|
2016
Q2 | $38K | Sell |
1,146
-79
| -6% | -$2.62K | 0.01% | 901 |
|
|
2016
Q1 | $52K | Buy |
+1,225
| New | +$52K | 0.01% | 790 |
|