Geneos Wealth Management’s PetMed Express PETS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-450
| Closed | -$4.61K | – | 2153 |
|
|
2023
Q3 | $4.61K | Sell |
450
-755
| -63% | -$7.74K | ﹤0.01% | 1767 |
|
|
2023
Q2 | $16.6K | Buy |
1,205
+755
| +168% | +$10.4K | ﹤0.01% | 1430 |
|
|
2023
Q1 | $7.31K | Sell |
450
-755
| -63% | -$12.3K | ﹤0.01% | 1632 |
|
|
2022
Q4 | $21.3K | Hold |
1,205
| – | – | ﹤0.01% | 1324 |
|
|
2022
Q3 | $23K | Sell |
1,205
-2,030
| -63% | -$38.7K | ﹤0.01% | 1274 |
|
|
2022
Q2 | $63K | Buy |
3,235
+450
| +16% | +$8.76K | ﹤0.01% | 1183 |
|
|
2022
Q1 | $71K | Hold |
2,785
| – | – | ﹤0.01% | 1223 |
|
|
2021
Q4 | $70K | Sell |
2,785
-729
| -21% | -$18.3K | ﹤0.01% | 1326 |
|
|
2021
Q3 | $93K | Buy |
3,514
+1,098
| +45% | +$29.1K | ﹤0.01% | 1206 |
|
|
2021
Q2 | $78K | Sell |
2,416
-1,144
| -32% | -$36.9K | ﹤0.01% | 1266 |
|
|
2021
Q1 | $104K | Hold |
3,560
| – | – | ﹤0.01% | 1291 |
|
|
2020
Q4 | $121K | Sell |
3,560
-235
| -6% | -$7.99K | ﹤0.01% | 1052 |
|
|
2020
Q3 | $117K | Buy |
3,795
+1,890
| +99% | +$58.3K | 0.01% | 876 |
|
|
2020
Q2 | $69K | Hold |
1,905
| – | – | ﹤0.01% | 1075 |
|
|
2020
Q1 | $50K | Buy |
1,905
+900
| +90% | +$23.6K | ﹤0.01% | 1110 |
|
|
2019
Q4 | $23K | Hold |
1,005
| – | – | ﹤0.01% | 1624 |
|
|
2019
Q3 | $17K | Sell |
1,005
-775
| -44% | -$13.1K | ﹤0.01% | 1682 |
|
|
2019
Q2 | $27K | Sell |
1,780
-435
| -20% | -$6.6K | ﹤0.01% | 1489 |
|
|
2019
Q1 | $50K | Buy |
2,215
+1,690
| +322% | +$38.1K | ﹤0.01% | 1142 |
|
|
2018
Q4 | $12K | Hold |
525
| – | – | ﹤0.01% | 1726 |
|
|
2018
Q3 | $17K | Hold |
525
| – | – | ﹤0.01% | 1656 |
|
|
2018
Q2 | $23K | Hold |
525
| – | – | ﹤0.01% | 1392 |
|
|
2018
Q1 | $21K | Hold |
525
| – | – | ﹤0.01% | 1378 |
|
|
2017
Q4 | $23K | Hold |
525
| – | – | ﹤0.01% | 1331 |
|
|
2017
Q3 | $17K | Hold |
525
| – | – | ﹤0.01% | 1387 |
|
|
2017
Q2 | $21K | Hold |
525
| – | – | ﹤0.01% | 1258 |
|
|
2017
Q1 | $10K | Hold |
525
| – | – | ﹤0.01% | 1487 |
|
|
2016
Q4 | $12K | Hold |
525
| – | – | ﹤0.01% | 1385 |
|
|
2016
Q3 | $10K | Hold |
525
| – | – | ﹤0.01% | 1371 |
|
|
2016
Q2 | $9K | Hold |
525
| – | – | ﹤0.01% | 1370 |
|
|
2016
Q1 | $9K | Buy |
+525
| New | +$9K | ﹤0.01% | 1350 |
|