Creative Planning’s Accendra Health ACH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $356K | Buy |
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|
2025
Q2 | $441K | Buy |
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|
2025
Q1 | $277K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $204K | Buy |
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|
2017
Q2 | $129K | Buy |
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|
2017
Q1 | $135K | Sell |
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|
2016
Q4 | $143K | Buy |
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|
2016
Q3 | $24K | Buy |
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|
2016
Q2 | $11K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $4K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $21K | Hold |
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|
2014
Q4 | $22K | Sell |
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|
2014
Q3 | $21K | Sell |
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|
2014
Q2 | $22K | Buy |
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