Geneos Wealth Management’s Teradata TDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.67K Buy
75
+10
+15% +$223 ﹤0.01% 2857
2025
Q1
$2.38K Buy
+65
New +$2.38K ﹤0.01% 2943
2024
Q4
Sell
-25
Closed -$759 2961
2024
Q3
$759 Sell
25
-72
-74% -$2.19K ﹤0.01% 2492
2024
Q2
$3.35K Hold
97
﹤0.01% 1797
2024
Q1
$3.75K Buy
97
+12
+14% +$464 ﹤0.01% 1772
2023
Q4
$3.7K Buy
+85
New +$3.7K ﹤0.01% 1794
2022
Q3
Sell
-382
Closed -$14K 2535
2022
Q2
$14K Sell
382
-22
-5% -$806 ﹤0.01% 1843
2022
Q1
$19K Sell
404
-395
-49% -$18.6K ﹤0.01% 1834
2021
Q4
$33K Buy
799
+269
+51% +$11.1K ﹤0.01% 1664
2021
Q3
$30K Buy
530
+108
+26% +$6.11K ﹤0.01% 1732
2021
Q2
$20K Sell
422
-83
-16% -$3.93K ﹤0.01% 1924
2021
Q1
$24K Hold
505
﹤0.01% 1983
2020
Q4
$20K Buy
505
+13
+3% +$515 ﹤0.01% 1923
2020
Q3
$11K Buy
492
+63
+15% +$1.41K ﹤0.01% 1927
2020
Q2
$8K Sell
429
-62
-13% -$1.16K ﹤0.01% 2008
2020
Q1
$10K Sell
491
-29
-6% -$591 ﹤0.01% 1831
2019
Q4
$13K Hold
520
﹤0.01% 1880
2019
Q3
$16K Hold
520
﹤0.01% 1716
2019
Q2
$18K Sell
520
-25
-5% -$865 ﹤0.01% 1691
2019
Q1
$23K Sell
545
-62
-10% -$2.62K ﹤0.01% 1514
2018
Q4
$22K Buy
607
+54
+10% +$1.96K ﹤0.01% 1465
2018
Q3
$20K Sell
553
-164
-23% -$5.93K ﹤0.01% 1576
2018
Q2
$28K Hold
717
﹤0.01% 1318
2018
Q1
$28K Sell
717
-49
-6% -$1.91K ﹤0.01% 1251
2017
Q4
$29K Buy
766
+30
+4% +$1.14K ﹤0.01% 1252
2017
Q3
$24K Sell
736
-100
-12% -$3.26K ﹤0.01% 1261
2017
Q2
$24K Buy
836
+46
+6% +$1.32K ﹤0.01% 1211
2017
Q1
$24K Sell
790
-189
-19% -$5.74K ﹤0.01% 1181
2016
Q4
$26K Hold
979
﹤0.01% 1085
2016
Q3
$30K Hold
979
﹤0.01% 990
2016
Q2
$24K Sell
979
-12
-1% -$294 ﹤0.01% 1061
2016
Q1
$25K Buy
+991
New +$25K ﹤0.01% 1022