Creative Planning’s Addus HomeCare ADUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.26M | Buy |
13,465
+3,531
| +36% | +$374K | ﹤0.01% | 2269 |
|
|
2025
Q4 | $1.07M | Buy |
9,934
+529
| +6% | +$60.8K | ﹤0.01% | 2224 |
|
|
2025
Q3 | $1.11M | Buy |
9,405
+2,381
| +34% | +$267K | ﹤0.01% | 2015 |
|
|
2025
Q2 | $809K | Buy |
7,024
+4,224
| +151% | +$456K | ﹤0.01% | 2043 |
|
|
2025
Q1 | $277K | Sell |
2,800
-4,648
| -62% | -$517K | ﹤0.01% | 2825 |
|
|
2024
Q4 | $934K | Buy |
7,448
+2,538
| +52% | +$321K | ﹤0.01% | 1693 |
|
|
2024
Q3 | $653K | Buy |
4,910
+267
| +6% | +$33.7K | ﹤0.01% | 1868 |
|
|
2024
Q2 | $539K | Buy |
4,643
+739
| +19% | +$79.1K | ﹤0.01% | 1877 |
|
|
2024
Q1 | $403K | Buy |
3,904
+1,066
| +38% | +$99.6K | ﹤0.01% | 2019 |
|
|
2023
Q4 | $264K | Buy |
2,838
+2,778
| +4,630% | +$242K | ﹤0.01% | 2189 |
|
|
2023
Q3 | $5.11K | Buy |
+60
| New | +$5.35K | ﹤0.01% | 2713 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$19K | – | 1907 |
|
|
2017
Q2 | $19K | Hold |
500
| – | – | ﹤0.01% | 3208 |
|
|
2017
Q1 | $16K | Hold |
500
| – | – | ﹤0.01% | 3262 |
|
|
2016
Q4 | $18K | Hold |
500
| – | – | ﹤0.01% | 3132 |
|
|
2016
Q3 | $13K | Hold |
500
| – | – | ﹤0.01% | 3310 |
|
|
2016
Q2 | $9K | Sell |
500
-801
| -62% | -$15.2K | ﹤0.01% | 3293 |
|
|
2016
Q1 | $22K | Sell |
1,301
-9,000
| -87% | -$186K | ﹤0.01% | 2683 |
|
|
2015
Q4 | $240K | Sell |
10,301
-14,861
| -59% | -$374K | ﹤0.01% | 1101 |
|
|
2015
Q3 | $784K | Sell |
25,162
-8,459
| -25% | -$248K | 0.01% | 559 |
|
|
2015
Q2 | $937K | Sell |
33,621
-3,450
| -9% | -$94.5K | 0.01% | 490 |
|
|
2015
Q1 | $853K | Sell |
37,071
-13,493
| -27% | -$301K | 0.01% | 518 |
|
|
2014
Q4 | $1.23M | Buy |
50,564
+12,294
| +32% | +$259K | 0.01% | 389 |
|
|
2014
Q3 | $750K | Sell |
38,270
-3,000
| -7% | -$64.9K | 0.01% | 509 |
|
|
2014
Q2 | $928K | Buy |
41,270
+10,690
| +35% | +$240K | 0.01% | 409 |
|
|
2014
Q1 | $705K | Buy |
+30,580
| New | +$762K | 0.01% | 491 |
|
|
2013
Q4 | – | Sell |
-286
| Closed | -$8K | – | 3301 |
|
|
2013
Q3 | $8K | Sell |
286
-914
| -76% | -$20.5K | ﹤0.01% | 2539 |
|
|
2013
Q2 | $24K | Buy |
+1,200
| New | +$18.5K | ﹤0.01% | 1818 |
|
Other funds holding ADUS
WA
VCM
SAM
