Creative Planning’s Axcelis ACLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Buy |
67,212
+19,767
| +42% | +$1.38M | ﹤0.01% | 791 |
|
|
2025
Q1 | $2.36M | Buy |
47,445
+11,945
| +34% | +$593K | ﹤0.01% | 1078 |
|
|
2024
Q4 | $2.48M | Sell |
35,500
-181
| -0.5% | -$12.6K | ﹤0.01% | 1005 |
|
|
2024
Q3 | $3.74M | Buy |
35,681
+4,820
| +16% | +$505K | ﹤0.01% | 753 |
|
|
2024
Q2 | $4.39M | Buy |
30,861
+28,015
| +984% | +$3.98M | ﹤0.01% | 671 |
|
|
2024
Q1 | $317K | Buy |
2,846
+1,052
| +59% | +$117K | ﹤0.01% | 2194 |
|
|
2023
Q4 | $233K | Sell |
1,794
-645
| -26% | -$83.7K | ﹤0.01% | 2289 |
|
|
2023
Q3 | $398K | Buy |
2,439
+307
| +14% | +$50.1K | ﹤0.01% | 1717 |
|
|
2023
Q2 | $391K | Buy |
2,132
+452
| +27% | +$82.9K | ﹤0.01% | 1709 |
|
|
2023
Q1 | $224K | Buy |
+1,680
| New | +$224K | ﹤0.01% | 2033 |
|
|
2020
Q3 | – | Sell |
-31,957
| Closed | -$890K | – | 1947 |
|
|
2020
Q2 | $890K | Buy |
+31,957
| New | +$890K | ﹤0.01% | 774 |
|
|
2017
Q3 | – | Sell |
-5,625
| Closed | -$118K | – | 1870 |
|
|
2017
Q2 | $118K | Buy |
5,625
+5,600
| +22,400% | +$117K | ﹤0.01% | 1857 |
|
|
2017
Q1 | $0 | Hold |
25
| – | – | ﹤0.01% | 4474 |
|
|
2016
Q4 | $0 | Sell |
25
-450
| -95% | – | ﹤0.01% | 4411 |
|
|
2016
Q3 | $6K | Buy |
+475
| New | +$6K | ﹤0.01% | 3701 |
|
|
2016
Q2 | – | Sell |
-566
| Closed | -$6K | – | 4184 |
|
|
2016
Q1 | $6K | Buy |
566
+25
| +5% | +$265 | ﹤0.01% | 3422 |
|
|
2015
Q4 | $6K | Buy |
541
+16
| +3% | +$177 | ﹤0.01% | 3506 |
|
|
2015
Q3 | $6K | Buy |
+525
| New | +$6K | ﹤0.01% | 3451 |
|
|
2015
Q2 | – | Sell |
-106
| Closed | -$1K | – | 1081 |
|
|
2015
Q1 | $1K | Hold |
106
| – | – | ﹤0.01% | 3879 |
|
|
2014
Q4 | $1K | Sell |
106
-30
| -22% | -$283 | ﹤0.01% | 3827 |
|
|
2014
Q3 | $1K | Hold |
136
| – | – | ﹤0.01% | 3676 |
|
|
2014
Q2 | $1K | Hold |
136
| – | – | ﹤0.01% | 3496 |
|
|
2014
Q1 | $1K | Hold |
136
| – | – | ﹤0.01% | 3370 |
|
|
2013
Q4 | $1K | Buy |
136
+57
| +72% | +$419 | ﹤0.01% | 3188 |
|
|
2013
Q3 | $1K | Hold |
79
| – | – | ﹤0.01% | 3069 |
|
|
2013
Q2 | $1K | Buy |
+79
| New | +$1K | ﹤0.01% | 2919 |
|