GWM
Geneos Wealth Management’s Stitch Fix SFIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $692 | Sell |
187
-187
| -50% | -$692 | ﹤0.01% | 3066 |
|
|
2025
Q1 | $1.22K | Buy |
374
+187
| +100% | +$608 | ﹤0.01% | 3030 |
|
|
2024
Q4 | $806 | Hold |
187
| – | – | ﹤0.01% | 2815 |
|
|
2024
Q3 | $527 | Hold |
187
| – | – | ﹤0.01% | 2548 |
|
|
2024
Q2 | $776 | Buy |
+187
| New | +$776 | ﹤0.01% | 2013 |
|
|
2024
Q1 | – | Sell |
-187
| Closed | -$668 | – | 2211 |
|
|
2023
Q4 | $668 | Hold |
187
| – | – | ﹤0.01% | 2061 |
|
|
2023
Q3 | $645 | Hold |
187
| – | – | ﹤0.01% | 2076 |
|
|
2023
Q2 | $720 | Hold |
187
| – | – | ﹤0.01% | 2044 |
|
|
2023
Q1 | $956 | Buy |
+187
| New | +$956 | ﹤0.01% | 1995 |
|
|
2021
Q3 | – | Sell |
-20
| Closed | -$1K | – | 2896 |
|
|
2021
Q2 | $1K | Sell |
20
-20
| -50% | -$1K | ﹤0.01% | 2795 |
|
|
2021
Q1 | $1K | Sell |
40
-1,112
| -97% | -$27.8K | ﹤0.01% | 3055 |
|
|
2020
Q4 | $1K | Buy |
1,152
+1,113
| +2,854% | +$966 | ﹤0.01% | 2828 |
|
|
2020
Q3 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 2564 |
|
|
2020
Q1 | – | Sell |
-738
| Closed | -$18K | – | 2591 |
|
|
2019
Q4 | $18K | Hold |
738
| – | – | ﹤0.01% | 1738 |
|
|
2019
Q3 | $13K | Sell |
738
-125
| -14% | -$2.2K | ﹤0.01% | 1792 |
|
|
2019
Q2 | $27K | Buy |
863
+700
| +429% | +$21.9K | ﹤0.01% | 1493 |
|
|
2019
Q1 | $4K | Sell |
163
-225
| -58% | -$5.52K | ﹤0.01% | 2106 |
|
|
2018
Q4 | $6K | Sell |
388
-232
| -37% | -$3.59K | ﹤0.01% | 1948 |
|
|
2018
Q3 | $27K | Buy |
+620
| New | +$27K | ﹤0.01% | 1452 |
|