Creative Planning’s Acadia Healthcare ACHC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $820K | Buy |
+36,145
| New | +$820K | ﹤0.01% | 2019 |
|
2025
Q1 | – | Sell |
-23,000
| Closed | -$912K | – | 3430 |
|
2024
Q4 | $912K | Buy |
+23,000
| New | +$912K | ﹤0.01% | 1707 |
|
2024
Q2 | – | Sell |
-2,743
| Closed | -$217K | – | 2997 |
|
2024
Q1 | $217K | Buy |
+2,743
| New | +$217K | ﹤0.01% | 2501 |
|
2023
Q2 | – | Sell |
-1
| Closed | -$73 | – | 2533 |
|
2023
Q1 | $73 | Buy |
+1
| New | +$73 | ﹤0.01% | 2539 |
|
2017
Q3 | – | Sell |
-1,652
| Closed | -$82K | – | 1867 |
|
2017
Q2 | $82K | Buy |
1,652
+75
| +5% | +$3.72K | ﹤0.01% | 2119 |
|
2017
Q1 | $69K | Buy |
1,577
+94
| +6% | +$4.11K | ﹤0.01% | 2207 |
|
2016
Q4 | $49K | Buy |
1,483
+1,230
| +486% | +$40.6K | ﹤0.01% | 2384 |
|
2016
Q3 | $13K | Hold |
253
| – | – | ﹤0.01% | 3263 |
|
2016
Q2 | $14K | Buy |
253
+52
| +26% | +$2.88K | ﹤0.01% | 2973 |
|
2016
Q1 | $11K | Hold |
201
| – | – | ﹤0.01% | 3119 |
|
2015
Q4 | $13K | Hold |
201
| – | – | ﹤0.01% | 3059 |
|
2015
Q3 | $13K | Buy |
+201
| New | +$13K | ﹤0.01% | 2993 |
|
2015
Q2 | – | Sell |
-201
| Closed | -$14K | – | 1078 |
|
2015
Q1 | $14K | Sell |
201
-117
| -37% | -$8.15K | ﹤0.01% | 2929 |
|
2014
Q4 | $19K | Buy |
+318
| New | +$19K | ﹤0.01% | 2644 |
|
2014
Q1 | – | Sell |
-87
| Closed | -$4K | – | 3495 |
|
2013
Q4 | $4K | Buy |
87
+82
| +1,640% | +$3.77K | ﹤0.01% | 2888 |
|
2013
Q3 | $0 | Sell |
5
-470
| -99% | – | ﹤0.01% | 3195 |
|
2013
Q2 | $16K | Buy |
+475
| New | +$16K | ﹤0.01% | 2046 |
|