Creative Planning’s First Majestic Silver AG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
28,837
+5,828
| +25% | +$48.2K | ﹤0.01% | 3077 |
|
|
2025
Q1 | $154K | Buy |
23,009
+10,800
| +88% | +$72.3K | ﹤0.01% | 3139 |
|
|
2024
Q4 | $67K | Buy |
12,209
+230
| +2% | +$1.26K | ﹤0.01% | 3199 |
|
|
2024
Q3 | $71.9K | Buy |
+11,979
| New | +$71.9K | ﹤0.01% | 3059 |
|
|
2024
Q1 | – | Sell |
-10,038
| Closed | -$61.7K | – | 2849 |
|
|
2023
Q4 | $61.7K | Sell |
10,038
-457
| -4% | -$2.81K | ﹤0.01% | 2614 |
|
|
2023
Q3 | $53.8K | Buy |
+10,495
| New | +$53.8K | ﹤0.01% | 2459 |
|
|
2022
Q3 | – | Sell |
-17,341
| Closed | -$125K | – | 2217 |
|
|
2022
Q2 | $125K | Buy |
17,341
+231
| +1% | +$1.67K | ﹤0.01% | 1938 |
|
|
2022
Q1 | $225K | Sell |
17,110
-12,307
| -42% | -$162K | ﹤0.01% | 1816 |
|
|
2021
Q4 | $327K | Buy |
+29,417
| New | +$327K | ﹤0.01% | 1560 |
|
|
2021
Q2 | – | Sell |
-21,054
| Closed | -$328K | – | 1983 |
|
|
2021
Q1 | $328K | Sell |
21,054
-202
| -1% | -$3.15K | ﹤0.01% | 1711 |
|
|
2020
Q4 | $286K | Buy |
21,256
+6,014
| +39% | +$80.9K | ﹤0.01% | 1632 |
|
|
2020
Q3 | $145K | Sell |
15,242
-3,205
| -17% | -$30.5K | ﹤0.01% | 1733 |
|
|
2020
Q2 | $184K | Sell |
18,447
-4,130
| -18% | -$41.2K | ﹤0.01% | 1532 |
|
|
2020
Q1 | $140K | Sell |
22,577
-5,700
| -20% | -$35.3K | ﹤0.01% | 1454 |
|
|
2019
Q4 | $347K | Sell |
28,277
-2,500
| -8% | -$30.7K | ﹤0.01% | 1307 |
|
|
2019
Q3 | $280K | Buy |
30,777
+1,295
| +4% | +$11.8K | ﹤0.01% | 1394 |
|
|
2019
Q2 | $233K | Sell |
29,482
-5,683
| -16% | -$44.9K | ﹤0.01% | 1512 |
|
|
2019
Q1 | $231K | Sell |
35,165
-13,165
| -27% | -$86.5K | ﹤0.01% | 1480 |
|
|
2018
Q4 | $285K | Buy |
48,330
+361
| +0.8% | +$2.13K | ﹤0.01% | 1251 |
|
|
2018
Q3 | $272K | Buy |
47,969
+3,516
| +8% | +$19.9K | ﹤0.01% | 1452 |
|
|
2018
Q2 | $339K | Buy |
44,453
+4,139
| +10% | +$31.6K | ﹤0.01% | 1285 |
|
|
2018
Q1 | $246K | Sell |
40,314
-600
| -1% | -$3.66K | ﹤0.01% | 1461 |
|
|
2017
Q4 | $276K | Sell |
40,914
-4,127
| -9% | -$27.8K | ﹤0.01% | 1402 |
|
|
2017
Q3 | $308K | Buy |
45,041
+4,537
| +11% | +$31K | ﹤0.01% | 1307 |
|
|
2017
Q2 | $337K | Sell |
40,504
-27,215
| -40% | -$226K | ﹤0.01% | 1206 |
|
|
2017
Q1 | $550K | Buy |
67,719
+31,299
| +86% | +$254K | ﹤0.01% | 936 |
|
|
2016
Q4 | $278K | Buy |
36,420
+3,791
| +12% | +$28.9K | ﹤0.01% | 1219 |
|
|
2016
Q3 | $336K | Sell |
32,629
-1,313
| -4% | -$13.5K | ﹤0.01% | 1117 |
|
|
2016
Q2 | $461K | Buy |
33,942
+506
| +2% | +$6.87K | ﹤0.01% | 815 |
|
|
2016
Q1 | $217K | Sell |
33,436
-9,922
| -23% | -$64.4K | ﹤0.01% | 1164 |
|
|
2015
Q4 | $142K | Buy |
43,358
+6,258
| +17% | +$20.5K | ﹤0.01% | 1413 |
|
|
2015
Q3 | $119K | Buy |
37,100
+20,095
| +118% | +$64.5K | ﹤0.01% | 1487 |
|
|
2015
Q2 | $82K | Sell |
17,005
-770
| -4% | -$3.71K | ﹤0.01% | 973 |
|
|
2015
Q1 | $96K | Buy |
17,775
+12,400
| +231% | +$67K | ﹤0.01% | 1582 |
|
|
2014
Q4 | $27K | Sell |
5,375
-32,385
| -86% | -$163K | ﹤0.01% | 2405 |
|
|
2014
Q3 | $295K | Buy |
37,760
+2,800
| +8% | +$21.9K | ﹤0.01% | 870 |
|
|
2014
Q2 | $378K | Sell |
34,960
-3,000
| -8% | -$32.4K | ﹤0.01% | 746 |
|
|
2014
Q1 | $366K | Hold |
37,960
| – | – | 0.01% | 748 |
|
|
2013
Q4 | $372K | Sell |
37,960
-3,895
| -9% | -$38.2K | 0.01% | 606 |
|
|
2013
Q3 | $496K | Buy |
41,855
+6,900
| +20% | +$81.8K | 0.01% | 456 |
|
|
2013
Q2 | $370K | Buy |
+34,955
| New | +$370K | 0.01% | 488 |
|