GWM
Geneos Wealth Management’s TripAdvisor TRIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705 | Sell |
54
-93
| -63% | -$1.21K | ﹤0.01% | 3063 |
|
|
2025
Q1 | $2.08K | Buy |
147
+108
| +277% | +$1.53K | ﹤0.01% | 2967 |
|
|
2024
Q4 | $576 | Hold |
39
| – | – | ﹤0.01% | 2863 |
|
|
2024
Q3 | $565 | Buy |
+39
| New | +$565 | ﹤0.01% | 2541 |
|
|
2022
Q3 | – | Sell |
-1,500
| Closed | -$27K | – | 2551 |
|
|
2022
Q2 | $27K | Hold |
1,500
| – | – | ﹤0.01% | 1554 |
|
|
2022
Q1 | $40K | Hold |
1,500
| – | – | ﹤0.01% | 1480 |
|
|
2021
Q4 | $40K | Hold |
1,500
| – | – | ﹤0.01% | 1581 |
|
|
2021
Q3 | $55K | Buy |
+1,500
| New | +$55K | ﹤0.01% | 1442 |
|
|
2021
Q1 | – | Sell |
-500
| Closed | -$24K | – | 3150 |
|
|
2020
Q4 | $24K | Hold |
500
| – | – | ﹤0.01% | 1807 |
|
|
2020
Q3 | $9K | Hold |
500
| – | – | ﹤0.01% | 2003 |
|
|
2020
Q2 | $9K | Buy |
+500
| New | +$9K | ﹤0.01% | 1959 |
|
|
2020
Q1 | – | Sell |
-300
| Closed | -$9K | – | 2605 |
|
|
2019
Q4 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 2019 |
|
|
2018
Q2 | – | Sell |
-400
| Closed | -$16K | – | 2324 |
|
|
2018
Q1 | $16K | Hold |
400
| – | – | ﹤0.01% | 1490 |
|
|
2017
Q4 | $13K | Hold |
400
| – | – | ﹤0.01% | 1550 |
|
|
2017
Q3 | $16K | Hold |
400
| – | – | ﹤0.01% | 1418 |
|
|
2017
Q2 | $15K | Sell |
400
-22
| -5% | -$825 | ﹤0.01% | 1390 |
|
|
2017
Q1 | $18K | Hold |
422
| – | – | ﹤0.01% | 1279 |
|
|
2016
Q4 | $19K | Hold |
422
| – | – | ﹤0.01% | 1209 |
|
|
2016
Q3 | $26K | Buy |
422
+22
| +6% | +$1.36K | ﹤0.01% | 1039 |
|
|
2016
Q2 | $25K | Hold |
400
| – | – | ﹤0.01% | 1046 |
|
|
2016
Q1 | $26K | Buy |
+400
| New | +$26K | ﹤0.01% | 1015 |
|