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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.64M | Buy |
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|
2025
Q2 | $1.48M | Sell |
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|
2025
Q1 | $2.78M | Buy |
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|
2024
Q4 | $1.93M | Buy |
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|
2024
Q3 | $1.79M | Buy |
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|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $695K | Buy |
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|
2023
Q4 | $561K | Buy |
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|
2023
Q3 | $407K | Sell |
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|
2023
Q2 | $766K | Buy |
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|
2023
Q1 | $873K | Buy |
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|
2022
Q4 | $726K | Buy |
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|
2022
Q3 | $609K | Sell |
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|
2022
Q2 | $759K | Buy |
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|
2022
Q1 | $868K | Sell |
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|
2021
Q4 | $963K | Hold |
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|
2021
Q3 | $853K | Buy |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $1.05M | Sell |
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|
2020
Q4 | $1.06M | Sell |
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|
2020
Q3 | $729K | Buy |
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|
2020
Q2 | $750K | Sell |
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|
2020
Q1 | $679K | Sell |
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|
2019
Q4 | $1.07M | Hold |
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|
2019
Q3 | $885K | Sell |
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|
2019
Q2 | $973K | Buy |
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|
2019
Q1 | $559K | Buy |
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|
2018
Q4 | $443K | Buy |
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|
2018
Q3 | $442K | Hold |
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|
2018
Q2 | $387K | Sell |
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|
2018
Q1 | $372K | Sell |
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|
2017
Q4 | $374K | Buy |
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|
2017
Q3 | $374K | Buy |
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|
2017
Q2 | $349K | Hold |
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|
2017
Q1 | $334K | Hold |
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|
2016
Q4 | $283K | Hold |
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|
2016
Q3 | $302K | Buy |
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|
2016
Q2 | $70K | Hold |
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|
2016
Q1 | $75K | Sell |
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|
2015
Q4 | $78K | Hold |
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|
2015
Q3 | $77K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $78K | Sell |
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|
2014
Q4 | $74K | Buy |
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|
2014
Q3 | $68K | Hold |
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|
2014
Q2 | $67K | Hold |
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|
2014
Q1 | $71K | Sell |
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|
2013
Q4 | $85K | Buy |
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|
2013
Q3 | $65K | Hold |
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|
2013
Q2 | $56K | Buy |
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