GeoWealth Management’s Americold COLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Sell |
12,310
-4,733
| -28% | -$78.7K | 0.01% | 653 |
|
|
2025
Q1 | $366K | Buy |
17,043
+3,606
| +27% | +$77.4K | 0.01% | 497 |
|
|
2024
Q4 | $288K | Buy |
13,437
+5,482
| +69% | +$117K | 0.01% | 641 |
|
|
2024
Q3 | $225K | Buy |
7,955
+27
| +0.3% | +$763 | 0.01% | 680 |
|
|
2024
Q2 | $202K | Buy |
+7,928
| New | +$202K | 0.01% | 684 |
|