Geneos Wealth Management’s QuidelOrtho QDEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-153
| Closed | -$5.35K | – | 3204 |
|
|
2025
Q1 | $5.35K | Buy |
153
+25
| +20% | +$874 | ﹤0.01% | 2733 |
|
|
2024
Q4 | $5.7K | Buy |
+128
| New | +$5.7K | ﹤0.01% | 2287 |
|
|
2022
Q2 | – | Sell |
-370
| Closed | -$41K | – | 2746 |
|
|
2022
Q1 | $41K | Sell |
370
-650
| -64% | -$72K | ﹤0.01% | 1470 |
|
|
2021
Q4 | $137K | Hold |
1,020
| – | – | 0.01% | 1051 |
|
|
2021
Q3 | $137K | Hold |
1,020
| – | – | 0.01% | 1032 |
|
|
2021
Q2 | $127K | Sell |
1,020
-20
| -2% | -$2.49K | 0.01% | 1062 |
|
|
2021
Q1 | $108K | Hold |
1,040
| – | – | ﹤0.01% | 1271 |
|
|
2020
Q4 | $128K | Sell |
1,040
-270
| -21% | -$33.2K | 0.01% | 1031 |
|
|
2020
Q3 | $257K | Hold |
1,310
| – | – | 0.01% | 604 |
|
|
2020
Q2 | $289K | Buy |
+1,310
| New | +$289K | 0.02% | 554 |
|