Mount Yale Investment Advisors’s Ziff Davis ZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $181K | Buy |
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|
2025
Q1 | $221K | Buy |
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|
2024
Q4 | $318K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $206K | Sell |
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|
2022
Q4 | $213K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $207K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $255K | Sell |
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|
2021
Q2 | $299K | Sell |
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|
2021
Q1 | $264K | Sell |
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|
2020
Q4 | $271K | Sell |
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|
2020
Q3 | $216K | Buy |
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