Creative Planning’s ACI Worldwide ACIW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.51M | Buy |
61,227
+6,848
| +13% | +$288K | ﹤0.01% | 1723 |
|
|
2025
Q4 | $2.6M | Buy |
54,379
+4,283
| +9% | +$208K | ﹤0.01% | 1499 |
|
|
2025
Q3 | $2.64M | Buy |
50,096
+17,826
| +55% | +$842K | ﹤0.01% | 1322 |
|
|
2025
Q2 | $1.48M | Sell |
32,270
-18,488
| -36% | -$909K | ﹤0.01% | 1546 |
|
|
2025
Q1 | $2.78M | Buy |
50,758
+13,508
| +36% | +$717K | ﹤0.01% | 983 |
|
|
2024
Q4 | $1.93M | Buy |
37,250
+2,153
| +6% | +$115K | ﹤0.01% | 1153 |
|
|
2024
Q3 | $1.79M | Buy |
35,097
+9,091
| +35% | +$416K | ﹤0.01% | 1134 |
|
|
2024
Q2 | $1.03M | Buy |
26,006
+5,067
| +24% | +$176K | ﹤0.01% | 1382 |
|
|
2024
Q1 | $695K | Buy |
20,939
+2,616
| +14% | +$80.8K | ﹤0.01% | 1604 |
|
|
2023
Q4 | $561K | Buy |
18,323
+284
| +2% | +$7.11K | ﹤0.01% | 1641 |
|
|
2023
Q3 | $407K | Sell |
18,039
-15,031
| -45% | -$351K | ﹤0.01% | 1705 |
|
|
2023
Q2 | $766K | Buy |
33,070
+724
| +2% | +$17.5K | ﹤0.01% | 1275 |
|
|
2023
Q1 | $873K | Buy |
32,346
+783
| +2% | +$20.7K | ﹤0.01% | 1148 |
|
|
2022
Q4 | $726K | Buy |
31,563
+2,423
| +8% | +$52.2K | ﹤0.01% | 1203 |
|
|
2022
Q3 | $609K | Sell |
29,140
-175
| -0.6% | -$4.35K | ﹤0.01% | 1206 |
|
|
2022
Q2 | $759K | Buy |
29,315
+1,748
| +6% | +$47K | ﹤0.01% | 1088 |
|
|
2022
Q1 | $868K | Sell |
27,567
-180
| -0.6% | -$6.01K | ﹤0.01% | 1053 |
|
|
2021
Q4 | $963K | Hold |
27,747
| – | – | ﹤0.01% | 977 |
|
|
2021
Q3 | $853K | Buy |
27,747
+119
| +0.4% | +$3.95K | ﹤0.01% | 1027 |
|
|
2021
Q2 | $1.03M | Buy |
27,628
+131
| +0.5% | +$5.12K | ﹤0.01% | 926 |
|
|
2021
Q1 | $1.05M | Sell |
27,497
-200
| -0.7% | -$7.88K | ﹤0.01% | 1005 |
|
|
2020
Q4 | $1.06M | Sell |
27,697
-200
| -0.7% | -$6.7K | ﹤0.01% | 918 |
|
|
2020
Q3 | $729K | Buy |
27,897
+126
| +0.5% | +$3.49K | ﹤0.01% | 947 |
|
|
2020
Q2 | $750K | Sell |
27,771
-360
| -1% | -$9.41K | ﹤0.01% | 851 |
|
|
2020
Q1 | $679K | Sell |
28,131
-110
| -0.4% | -$3.51K | ﹤0.01% | 804 |
|
|
2019
Q4 | $1.07M | Hold |
28,241
| – | – | ﹤0.01% | 758 |
|
|
2019
Q3 | $885K | Sell |
28,241
-103
| -0.4% | -$3.27K | ﹤0.01% | 813 |
|
|
2019
Q2 | $973K | Buy |
28,344
+11,327
| +67% | +$375K | ﹤0.01% | 767 |
|
|
2019
Q1 | $559K | Buy |
17,017
+1,008
| +6% | +$30.7K | ﹤0.01% | 974 |
|
|
2018
Q4 | $443K | Buy |
16,009
+314
| +2% | +$8.49K | ﹤0.01% | 1021 |
|
|
2018
Q3 | $442K | Hold |
15,695
| – | – | ﹤0.01% | 1155 |
|
|
2018
Q2 | $387K | Sell |
15,695
-5
| -0% | -$122 | ﹤0.01% | 1214 |
|
|
2018
Q1 | $372K | Sell |
15,700
-795
| -5% | -$18.8K | ﹤0.01% | 1232 |
|
|
2017
Q4 | $374K | Buy |
16,495
+95
| +0.6% | +$2.21K | ﹤0.01% | 1240 |
|
|
2017
Q3 | $374K | Buy |
16,400
+800
| +5% | +$18.1K | ﹤0.01% | 1196 |
|
|
2017
Q2 | $349K | Hold |
15,600
| – | – | ﹤0.01% | 1200 |
|
|
2017
Q1 | $334K | Hold |
15,600
| – | – | ﹤0.01% | 1203 |
|
|
2016
Q4 | $283K | Hold |
15,600
| – | – | ﹤0.01% | 1219 |
|
|
2016
Q3 | $302K | Buy |
15,600
+12,000
| +333% | +$228K | ﹤0.01% | 1179 |
|
|
2016
Q2 | $70K | Hold |
3,600
| – | – | ﹤0.01% | 1901 |
|
|
2016
Q1 | $75K | Sell |
3,600
-43
| -1% | -$809 | ﹤0.01% | 1807 |
|
|
2015
Q4 | $78K | Hold |
3,643
| – | – | ﹤0.01% | 1784 |
|
|
2015
Q3 | $77K | Buy |
+3,643
| New | +$82.1K | ﹤0.01% | 1741 |
|
|
2015
Q2 | – | Sell |
-3,600
| Closed | -$78K | – | 1120 |
|
|
2015
Q1 | $78K | Sell |
3,600
-63
| -2% | -$1.25K | ﹤0.01% | 1711 |
|
|
2014
Q4 | $74K | Buy |
3,663
+63
| +2% | +$1.2K | ﹤0.01% | 1731 |
|
|
2014
Q3 | $68K | Hold |
3,600
| – | – | ﹤0.01% | 1716 |
|
|
2014
Q2 | $67K | Hold |
3,600
| – | – | ﹤0.01% | 1677 |
|
|
2014
Q1 | $71K | Sell |
3,600
-300
| -8% | -$6.07K | ﹤0.01% | 1594 |
|
|
2013
Q4 | $85K | Buy |
3,900
+300
| +8% | +$5.95K | ﹤0.01% | 1292 |
|
|
2013
Q3 | $65K | Hold |
3,600
| – | – | ﹤0.01% | 1364 |
|
|
2013
Q2 | $56K | Buy |
+3,600
| New | +$54.6K | ﹤0.01% | 1319 |
|
Other funds holding ACIW
VPM
VCM
HRCM
RP