Creative Planning’s Axcelis ACLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.09M | Buy |
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|
2025
Q2 | $4.68M | Buy |
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|
2025
Q1 | $2.36M | Buy |
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|
2024
Q4 | $2.48M | Sell |
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|
2024
Q3 | $3.74M | Buy |
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|
2024
Q2 | $4.39M | Buy |
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|
2024
Q1 | $317K | Buy |
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|
2023
Q4 | $233K | Sell |
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|
2023
Q3 | $398K | Buy |
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|
2023
Q2 | $391K | Buy |
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|
2023
Q1 | $224K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $890K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $118K | Buy |
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|
2017
Q1 | $0 | Hold |
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|
2016
Q4 | $0 | Sell |
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|
2016
Q3 | $6K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $6K | Buy |
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|
2015
Q4 | $6K | Buy |
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|
2015
Q3 | $6K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1K | Hold |
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|
2014
Q4 | $1K | Sell |
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|
2014
Q3 | $1K | Hold |
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|
2014
Q2 | $1K | Hold |
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|
2014
Q1 | $1K | Hold |
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|
2013
Q4 | $1K | Buy |
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|
2013
Q3 | $1K | Hold |
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|
2013
Q2 | $1K | Buy |
|