Creative Planning’s Acadia Pharmaceuticals ACAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Sell |
29,075
-11,569
| -28% | -$250K | ﹤0.01% | 2255 |
|
|
2025
Q1 | $675K | Sell |
40,644
-4,310
| -10% | -$71.6K | ﹤0.01% | 2028 |
|
|
2024
Q4 | $825K | Buy |
44,954
+19,893
| +79% | +$365K | ﹤0.01% | 1799 |
|
|
2024
Q3 | $385K | Buy |
25,061
+10,441
| +71% | +$161K | ﹤0.01% | 2323 |
|
|
2024
Q2 | $238K | Buy |
+14,620
| New | +$238K | ﹤0.01% | 2534 |
|
|
2024
Q1 | – | Sell |
-7,243
| Closed | -$227K | – | 2846 |
|
|
2023
Q4 | $227K | Buy |
+7,243
| New | +$227K | ﹤0.01% | 2309 |
|
|
2022
Q4 | – | Sell |
-13,202
| Closed | -$216K | – | 2381 |
|
|
2022
Q3 | $216K | Sell |
13,202
-810
| -6% | -$13.3K | ﹤0.01% | 1847 |
|
|
2022
Q2 | $197K | Sell |
14,012
-6,803
| -33% | -$95.6K | ﹤0.01% | 1880 |
|
|
2022
Q1 | $504K | Buy |
20,815
+6,525
| +46% | +$158K | ﹤0.01% | 1315 |
|
|
2021
Q4 | $334K | Buy |
14,290
+334
| +2% | +$7.81K | ﹤0.01% | 1547 |
|
|
2021
Q3 | $232K | Sell |
13,956
-935
| -6% | -$15.5K | ﹤0.01% | 1761 |
|
|
2021
Q2 | $363K | Sell |
14,891
-740
| -5% | -$18K | ﹤0.01% | 1447 |
|
|
2021
Q1 | $403K | Sell |
15,631
-14,122
| -47% | -$364K | ﹤0.01% | 1559 |
|
|
2020
Q4 | $1.59M | Buy |
29,753
+3,105
| +12% | +$166K | ﹤0.01% | 745 |
|
|
2020
Q3 | $1.1M | Buy |
26,648
+15,026
| +129% | +$620K | ﹤0.01% | 753 |
|
|
2020
Q2 | $563K | Sell |
11,622
-2,100
| -15% | -$102K | ﹤0.01% | 962 |
|
|
2020
Q1 | $580K | Sell |
13,722
-16,400
| -54% | -$693K | ﹤0.01% | 863 |
|
|
2019
Q4 | $1.29M | Sell |
30,122
-3,019
| -9% | -$129K | ﹤0.01% | 670 |
|
|
2019
Q3 | $1.19M | Sell |
33,141
-1,225
| -4% | -$44.1K | ﹤0.01% | 683 |
|
|
2019
Q2 | $919K | Buy |
34,366
+28
| +0.1% | +$749 | ﹤0.01% | 784 |
|
|
2019
Q1 | $922K | Sell |
34,338
-1,320
| -4% | -$35.4K | ﹤0.01% | 759 |
|
|
2018
Q4 | $577K | Buy |
35,658
+5,876
| +20% | +$95.1K | ﹤0.01% | 881 |
|
|
2018
Q3 | $618K | Sell |
29,782
-54,825
| -65% | -$1.14M | ﹤0.01% | 963 |
|
|
2018
Q2 | $1.29M | Buy |
84,607
+12,073
| +17% | +$184K | 0.01% | 606 |
|
|
2018
Q1 | $1.63M | Buy |
72,534
+220
| +0.3% | +$4.94K | 0.01% | 516 |
|
|
2017
Q4 | $2.18M | Buy |
72,314
+24,503
| +51% | +$738K | 0.01% | 431 |
|
|
2017
Q3 | $1.8M | Buy |
47,811
+22,896
| +92% | +$862K | 0.01% | 496 |
|
|
2017
Q2 | $695K | Buy |
24,915
+1,159
| +5% | +$32.3K | ﹤0.01% | 847 |
|
|
2017
Q1 | $817K | Sell |
23,756
-8,000
| -25% | -$275K | ﹤0.01% | 747 |
|
|
2016
Q4 | $916K | Buy |
31,756
+19,625
| +162% | +$566K | 0.01% | 659 |
|
|
2016
Q3 | $386K | Buy |
12,131
+4,479
| +59% | +$143K | ﹤0.01% | 1026 |
|
|
2016
Q2 | $248K | Buy |
7,652
+1,950
| +34% | +$63.2K | ﹤0.01% | 1144 |
|
|
2016
Q1 | $159K | Buy |
5,702
+200
| +4% | +$5.58K | ﹤0.01% | 1331 |
|
|
2015
Q4 | $196K | Buy |
5,502
+1,775
| +48% | +$63.2K | ﹤0.01% | 1197 |
|
|
2015
Q3 | $123K | Buy |
+3,727
| New | +$123K | ﹤0.01% | 1465 |
|
|
2015
Q2 | – | Sell |
-3,525
| Closed | -$115K | – | 1075 |
|
|
2015
Q1 | $115K | Hold |
3,525
| – | – | ﹤0.01% | 1492 |
|
|
2014
Q4 | $112K | Sell |
3,525
-3,000
| -46% | -$95.3K | ﹤0.01% | 1484 |
|
|
2014
Q3 | $162K | Buy |
6,525
+3,000
| +85% | +$74.5K | ﹤0.01% | 1175 |
|
|
2014
Q2 | $80K | Sell |
3,525
-14,300
| -80% | -$325K | ﹤0.01% | 1556 |
|
|
2014
Q1 | $434K | Buy |
17,825
+15,525
| +675% | +$378K | 0.01% | 685 |
|
|
2013
Q4 | $57K | Hold |
2,300
| – | – | ﹤0.01% | 1510 |
|
|
2013
Q3 | $63K | Buy |
2,300
+2,000
| +667% | +$54.8K | ﹤0.01% | 1373 |
|
|
2013
Q2 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 2521 |
|