Creative Planning’s Acacia Research ACTG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$101K Buy
2017
Q3
Sell
2017
Q2
$11K Sell
2017
Q1
$20K Buy
2016
Q4
$20K Hold
2016
Q3
$20K Hold
2016
Q2
$14K Hold
2016
Q1
$12K Hold
2015
Q4
$13K Hold
2015
Q3
$28K Buy
2015
Q2
Sell
2015
Q1
$31K Buy
2014
Q4
$41K Buy
2014
Q1
Sell
2013
Q4
$14K Buy
2013
Q3
$2K Buy