Creative Planning’s ACI Worldwide ACIW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
32,270
-18,488
| -36% | -$849K | ﹤0.01% | 1542 |
|
|
2025
Q1 | $2.78M | Buy |
50,758
+13,508
| +36% | +$739K | ﹤0.01% | 981 |
|
|
2024
Q4 | $1.93M | Buy |
37,250
+2,153
| +6% | +$112K | ﹤0.01% | 1150 |
|
|
2024
Q3 | $1.79M | Buy |
35,097
+9,091
| +35% | +$463K | ﹤0.01% | 1134 |
|
|
2024
Q2 | $1.03M | Buy |
26,006
+5,067
| +24% | +$201K | ﹤0.01% | 1378 |
|
|
2024
Q1 | $695K | Buy |
20,939
+2,616
| +14% | +$86.9K | ﹤0.01% | 1598 |
|
|
2023
Q4 | $561K | Buy |
18,323
+284
| +2% | +$8.69K | ﹤0.01% | 1637 |
|
|
2023
Q3 | $407K | Sell |
18,039
-15,031
| -45% | -$339K | ﹤0.01% | 1701 |
|
|
2023
Q2 | $766K | Buy |
33,070
+724
| +2% | +$16.8K | ﹤0.01% | 1270 |
|
|
2023
Q1 | $873K | Buy |
32,346
+783
| +2% | +$21.1K | ﹤0.01% | 1144 |
|
|
2022
Q4 | $726K | Buy |
31,563
+2,423
| +8% | +$55.7K | ﹤0.01% | 1199 |
|
|
2022
Q3 | $609K | Sell |
29,140
-175
| -0.6% | -$3.66K | ﹤0.01% | 1198 |
|
|
2022
Q2 | $759K | Buy |
29,315
+1,748
| +6% | +$45.3K | ﹤0.01% | 1084 |
|
|
2022
Q1 | $868K | Sell |
27,567
-180
| -0.6% | -$5.67K | ﹤0.01% | 1052 |
|
|
2021
Q4 | $963K | Hold |
27,747
| – | – | ﹤0.01% | 977 |
|
|
2021
Q3 | $853K | Buy |
27,747
+119
| +0.4% | +$3.66K | ﹤0.01% | 1027 |
|
|
2021
Q2 | $1.03M | Buy |
27,628
+131
| +0.5% | +$4.87K | ﹤0.01% | 926 |
|
|
2021
Q1 | $1.05M | Sell |
27,497
-200
| -0.7% | -$7.61K | ﹤0.01% | 993 |
|
|
2020
Q4 | $1.06M | Sell |
27,697
-200
| -0.7% | -$7.68K | ﹤0.01% | 906 |
|
|
2020
Q3 | $729K | Buy |
27,897
+126
| +0.5% | +$3.29K | ﹤0.01% | 937 |
|
|
2020
Q2 | $750K | Sell |
27,771
-360
| -1% | -$9.72K | ﹤0.01% | 841 |
|
|
2020
Q1 | $679K | Sell |
28,131
-110
| -0.4% | -$2.66K | ﹤0.01% | 798 |
|
|
2019
Q4 | $1.07M | Hold |
28,241
| – | – | ﹤0.01% | 754 |
|
|
2019
Q3 | $885K | Sell |
28,241
-103
| -0.4% | -$3.23K | ﹤0.01% | 810 |
|
|
2019
Q2 | $973K | Buy |
28,344
+11,327
| +67% | +$389K | ﹤0.01% | 763 |
|
|
2019
Q1 | $559K | Buy |
17,017
+1,008
| +6% | +$33.1K | ﹤0.01% | 971 |
|
|
2018
Q4 | $443K | Buy |
16,009
+314
| +2% | +$8.69K | ﹤0.01% | 1015 |
|
|
2018
Q3 | $442K | Hold |
15,695
| – | – | ﹤0.01% | 1146 |
|
|
2018
Q2 | $387K | Sell |
15,695
-5
| -0% | -$123 | ﹤0.01% | 1204 |
|
|
2018
Q1 | $372K | Sell |
15,700
-795
| -5% | -$18.8K | ﹤0.01% | 1220 |
|
|
2017
Q4 | $374K | Buy |
16,495
+95
| +0.6% | +$2.15K | ﹤0.01% | 1230 |
|
|
2017
Q3 | $374K | Buy |
16,400
+800
| +5% | +$18.2K | ﹤0.01% | 1187 |
|
|
2017
Q2 | $349K | Hold |
15,600
| – | – | ﹤0.01% | 1189 |
|
|
2017
Q1 | $334K | Hold |
15,600
| – | – | ﹤0.01% | 1194 |
|
|
2016
Q4 | $283K | Hold |
15,600
| – | – | ﹤0.01% | 1211 |
|
|
2016
Q3 | $302K | Buy |
15,600
+12,000
| +333% | +$232K | ﹤0.01% | 1173 |
|
|
2016
Q2 | $70K | Hold |
3,600
| – | – | ﹤0.01% | 1892 |
|
|
2016
Q1 | $75K | Sell |
3,600
-43
| -1% | -$896 | ﹤0.01% | 1798 |
|
|
2015
Q4 | $78K | Hold |
3,643
| – | – | ﹤0.01% | 1767 |
|
|
2015
Q3 | $77K | Buy |
+3,643
| New | +$77K | ﹤0.01% | 1732 |
|
|
2015
Q2 | – | Sell |
-3,600
| Closed | -$78K | – | 1080 |
|
|
2015
Q1 | $78K | Sell |
3,600
-63
| -2% | -$1.37K | ﹤0.01% | 1701 |
|
|
2014
Q4 | $74K | Buy |
3,663
+63
| +2% | +$1.27K | ﹤0.01% | 1718 |
|
|
2014
Q3 | $68K | Hold |
3,600
| – | – | ﹤0.01% | 1704 |
|
|
2014
Q2 | $67K | Hold |
3,600
| – | – | ﹤0.01% | 1659 |
|
|
2014
Q1 | $71K | Sell |
3,600
-300
| -8% | -$5.92K | ﹤0.01% | 1588 |
|
|
2013
Q4 | $85K | Buy |
3,900
+300
| +8% | +$6.54K | ﹤0.01% | 1292 |
|
|
2013
Q3 | $65K | Hold |
3,600
| – | – | ﹤0.01% | 1364 |
|
|
2013
Q2 | $56K | Buy |
+3,600
| New | +$56K | ﹤0.01% | 1319 |
|