Geneos Wealth Management’s Ziff Davis ZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.02K | Sell |
265
-407
| -61% | -$12.3K | ﹤0.01% | 2403 |
|
|
2025
Q1 | $25.3K | Buy |
672
+508
| +310% | +$19.1K | ﹤0.01% | 2232 |
|
|
2024
Q4 | $8.91K | Hold |
164
| – | – | ﹤0.01% | 2095 |
|
|
2024
Q3 | $7.98K | Buy |
+164
| New | +$7.98K | ﹤0.01% | 1917 |
|
|
2018
Q1 | – | Sell |
-36
| Closed | -$2K | – | 2248 |
|
|
2017
Q4 | $2K | Hold |
36
| – | – | ﹤0.01% | 2059 |
|
|
2017
Q3 | $2K | Sell |
36
-115
| -76% | -$6.39K | ﹤0.01% | 2006 |
|
|
2017
Q2 | $11K | Buy |
151
+115
| +319% | +$8.38K | ﹤0.01% | 1515 |
|
|
2017
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 1937 |
|
|
2016
Q4 | $2K | Hold |
36
| – | – | ﹤0.01% | 1904 |
|
|
2016
Q3 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 1822 |
|