Geneos Wealth Management’s NCR Voyix VYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Sell |
1,450
-748
| -34% | -$8.77K | ﹤0.01% | 2106 |
|
|
2025
Q1 | $21.5K | Buy |
2,198
+1,502
| +216% | +$14.7K | ﹤0.01% | 2290 |
|
|
2024
Q4 | $9.63K | Sell |
696
-32
| -4% | -$443 | ﹤0.01% | 2064 |
|
|
2024
Q3 | $9.88K | Sell |
728
-68
| -9% | -$923 | ﹤0.01% | 1848 |
|
|
2024
Q2 | $9.83K | Hold |
796
| – | – | ﹤0.01% | 1554 |
|
|
2024
Q1 | $10.1K | Sell |
796
-288
| -27% | -$3.64K | ﹤0.01% | 1546 |
|
|
2023
Q4 | $18.3K | Sell |
1,084
-683
| -39% | -$11.5K | ﹤0.01% | 1389 |
|
|
2023
Q3 | $29.2K | Buy |
1,767
+489
| +38% | +$8.09K | ﹤0.01% | 1248 |
|
|
2023
Q2 | $19.8K | Hold |
1,278
| – | – | ﹤0.01% | 1380 |
|
|
2023
Q1 | $18.5K | Sell |
1,278
-326
| -20% | -$4.72K | ﹤0.01% | 1371 |
|
|
2022
Q4 | $23K | Hold |
1,604
| – | – | ﹤0.01% | 1292 |
|
|
2022
Q3 | $18K | Sell |
1,604
-2,243
| -58% | -$25.2K | ﹤0.01% | 1364 |
|
|
2022
Q2 | $71K | Sell |
3,847
-688
| -15% | -$12.7K | ﹤0.01% | 1144 |
|
|
2022
Q1 | $111K | Sell |
4,535
-626
| -12% | -$15.3K | ﹤0.01% | 1052 |
|
|
2021
Q4 | $127K | Buy |
5,161
+439
| +9% | +$10.8K | ﹤0.01% | 1077 |
|
|
2021
Q3 | $119K | Sell |
4,722
-267
| -5% | -$6.73K | ﹤0.01% | 1095 |
|
|
2021
Q2 | $145K | Sell |
4,989
-56
| -1% | -$1.63K | 0.01% | 997 |
|
|
2021
Q1 | $141K | Sell |
5,045
-65
| -1% | -$1.82K | ﹤0.01% | 1142 |
|
|
2020
Q4 | $117K | Sell |
5,110
-584
| -10% | -$13.4K | ﹤0.01% | 1069 |
|
|
2020
Q3 | $67K | Sell |
5,694
-18
| -0.3% | -$212 | ﹤0.01% | 1121 |
|
|
2020
Q2 | $56K | Hold |
5,712
| – | – | ﹤0.01% | 1170 |
|
|
2020
Q1 | $63K | Sell |
5,712
-167
| -3% | -$1.84K | ﹤0.01% | 1030 |
|
|
2019
Q4 | $126K | Sell |
5,879
-815
| -12% | -$17.5K | 0.01% | 866 |
|
|
2019
Q3 | $128K | Hold |
6,694
| – | – | 0.01% | 811 |
|
|
2019
Q2 | $127K | Sell |
6,694
-367
| -5% | -$6.96K | 0.01% | 822 |
|
|
2019
Q1 | $118K | Sell |
7,061
-427
| -6% | -$7.14K | 0.01% | 812 |
|
|
2018
Q4 | $104K | Sell |
7,488
-233
| -3% | -$3.24K | 0.01% | 829 |
|
|
2018
Q3 | $134K | Sell |
7,721
-180
| -2% | -$3.12K | 0.01% | 787 |
|
|
2018
Q2 | $145K | Hold |
7,901
| – | – | 0.01% | 663 |
|
|
2018
Q1 | $152K | Sell |
7,901
-57
| -0.7% | -$1.1K | 0.01% | 614 |
|
|
2017
Q4 | $165K | Sell |
7,958
-1
| -0% | -$21 | 0.01% | 590 |
|
|
2017
Q3 | $183K | Sell |
7,959
-261
| -3% | -$6K | 0.02% | 536 |
|
|
2017
Q2 | $205K | Sell |
8,220
-375
| -4% | -$9.35K | 0.02% | 494 |
|
|
2017
Q1 | $240K | Buy |
8,595
+422
| +5% | +$11.8K | 0.03% | 433 |
|
|
2016
Q4 | $203K | Hold |
8,173
| – | – | 0.03% | 456 |
|
|
2016
Q3 | $161K | Sell |
8,173
-65
| -0.8% | -$1.28K | 0.02% | 496 |
|
|
2016
Q2 | $141K | Sell |
8,238
-18
| -0.2% | -$308 | 0.02% | 513 |
|
|
2016
Q1 | $151K | Buy |
+8,256
| New | +$151K | 0.02% | 490 |
|