Geneos Wealth Management’s New York Times NYT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $48.2K | Sell |
861
-961
| -53% | -$53.8K | ﹤0.01% | 1589 |
|
2025
Q1 | $90.4K | Buy |
1,822
+1,715
| +1,603% | +$85.1K | ﹤0.01% | 1623 |
|
2024
Q4 | $5.57K | Hold |
107
| – | – | ﹤0.01% | 2292 |
|
2024
Q3 | $5.96K | Buy |
+107
| New | +$5.96K | ﹤0.01% | 2019 |
|
2024
Q2 | – | Sell |
-27
| Closed | -$1.17K | – | 2146 |
|
2024
Q1 | $1.17K | Buy |
+27
| New | +$1.17K | ﹤0.01% | 1988 |
|
2020
Q2 | – | Sell |
-500
| Closed | -$16K | – | 2603 |
|
2020
Q1 | $16K | Hold |
500
| – | – | ﹤0.01% | 1607 |
|
2019
Q4 | $16K | Hold |
500
| – | – | ﹤0.01% | 1787 |
|
2019
Q3 | $14K | Hold |
500
| – | – | ﹤0.01% | 1761 |
|
2019
Q2 | $16K | Hold |
500
| – | – | ﹤0.01% | 1741 |
|
2019
Q1 | $16K | Hold |
500
| – | – | ﹤0.01% | 1670 |
|
2018
Q4 | $11K | Hold |
500
| – | – | ﹤0.01% | 1755 |
|
2018
Q3 | $11K | Hold |
500
| – | – | ﹤0.01% | 1812 |
|
2018
Q2 | $12K | Hold |
500
| – | – | ﹤0.01% | 1645 |
|
2018
Q1 | $12K | Buy |
+500
| New | +$12K | ﹤0.01% | 1586 |
|
2017
Q2 | – | Sell |
-750
| Closed | -$10K | – | 2118 |
|
2017
Q1 | $10K | Buy |
+750
| New | +$10K | ﹤0.01% | 1486 |
|