Mount Yale Investment Advisors’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 | $181K | Buy |
5,984
+111
| +2% | +$3.36K | 0.01% | 551 |
|
|
2025
Q1 | $221K | Buy |
5,873
+15
| +0.3% | +$564 | 0.02% | 501 |
|
|
2024
Q4 | $318K | Buy |
+5,858
| New | +$318K | 0.03% | 428 |
|
|
2023
Q2 | – | Sell |
-2,633
| Closed | -$206K | – | 515 |
|
|
2023
Q1 | $206K | Sell |
2,633
-64
| -2% | -$5K | 0.02% | 459 |
|
|
2022
Q4 | $213K | Buy |
+2,697
| New | +$213K | 0.02% | 421 |
|
|
2022
Q2 | – | Sell |
-2,140
| Closed | -$207K | – | 504 |
|
|
2022
Q1 | $207K | Buy |
+2,140
| New | +$207K | 0.02% | 446 |
|
|
2021
Q4 | – | Sell |
-2,149
| Closed | -$255K | – | 491 |
|
|
2021
Q3 | $255K | Sell |
2,149
-352
| -14% | -$41.8K | 0.03% | 387 |
|
|
2021
Q2 | $299K | Sell |
2,501
-35
| -1% | -$4.18K | 0.04% | 321 |
|
|
2021
Q1 | $264K | Sell |
2,536
-648
| -20% | -$67.5K | 0.03% | 342 |
|
|
2020
Q4 | $271K | Sell |
3,184
-399
| -11% | -$34K | 0.04% | 316 |
|
|
2020
Q3 | $216K | Buy |
+3,583
| New | +$216K | 0.03% | 322 |
|