Creative Planning’s Agios Pharmaceuticals AGIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Buy |
12,839
+917
| +8% | +$30.5K | ﹤0.01% | 2601 |
|
|
2025
Q1 | $349K | Sell |
11,922
-1,214
| -9% | -$35.6K | ﹤0.01% | 2607 |
|
|
2024
Q4 | $432K | Sell |
13,136
-2,504
| -16% | -$82.3K | ﹤0.01% | 2355 |
|
|
2024
Q3 | $695K | Buy |
15,640
+4,120
| +36% | +$183K | ﹤0.01% | 1820 |
|
|
2024
Q2 | $497K | Buy |
11,520
+2,276
| +25% | +$98.1K | ﹤0.01% | 1941 |
|
|
2024
Q1 | $270K | Buy |
+9,244
| New | +$270K | ﹤0.01% | 2328 |
|
|
2021
Q4 | – | Sell |
-5,102
| Closed | -$235K | – | 2074 |
|
|
2021
Q3 | $235K | Hold |
5,102
| – | – | ﹤0.01% | 1749 |
|
|
2021
Q2 | $281K | Sell |
5,102
-1
| -0% | -$55 | ﹤0.01% | 1592 |
|
|
2021
Q1 | $264K | Sell |
5,103
-1,182
| -19% | -$61.2K | ﹤0.01% | 1841 |
|
|
2020
Q4 | $272K | Buy |
+6,285
| New | +$272K | ﹤0.01% | 1657 |
|
|
2020
Q3 | – | Sell |
-4,785
| Closed | -$256K | – | 1949 |
|
|
2020
Q2 | $256K | Buy |
+4,785
| New | +$256K | ﹤0.01% | 1383 |
|
|
2020
Q1 | – | Sell |
-4,835
| Closed | -$231K | – | 1733 |
|
|
2019
Q4 | $231K | Buy |
+4,835
| New | +$231K | ﹤0.01% | 1551 |
|
|
2019
Q3 | – | Sell |
-4,795
| Closed | -$239K | – | 1870 |
|
|
2019
Q2 | $239K | Buy |
4,795
+1,010
| +27% | +$50.3K | ﹤0.01% | 1497 |
|
|
2019
Q1 | $255K | Buy |
+3,785
| New | +$255K | ﹤0.01% | 1419 |
|
|
2018
Q4 | – | Sell |
-3,804
| Closed | -$293K | – | 1803 |
|
|
2018
Q3 | $293K | Sell |
3,804
-877
| -19% | -$67.6K | ﹤0.01% | 1401 |
|
|
2018
Q2 | $394K | Buy |
+4,681
| New | +$394K | ﹤0.01% | 1195 |
|
|
2017
Q4 | – | Sell |
-16,650
| Closed | -$1.11M | – | 1879 |
|
|
2017
Q3 | $1.11M | Sell |
16,650
-60
| -0.4% | -$4K | 0.01% | 659 |
|
|
2017
Q2 | $860K | Buy |
16,710
+228
| +1% | +$11.7K | ﹤0.01% | 756 |
|
|
2017
Q1 | $963K | Buy |
16,482
+1,528
| +10% | +$89.3K | 0.01% | 690 |
|
|
2016
Q4 | $624K | Buy |
14,954
+6,875
| +85% | +$287K | ﹤0.01% | 818 |
|
|
2016
Q3 | $427K | Sell |
8,079
-100
| -1% | -$5.29K | ﹤0.01% | 969 |
|
|
2016
Q2 | $343K | Sell |
8,179
-900
| -10% | -$37.7K | ﹤0.01% | 956 |
|
|
2016
Q1 | $369K | Sell |
9,079
-6
| -0.1% | -$244 | ﹤0.01% | 881 |
|
|
2015
Q4 | $590K | Buy |
9,085
+5,000
| +122% | +$325K | ﹤0.01% | 680 |
|
|
2015
Q3 | $288K | Buy |
+4,085
| New | +$288K | ﹤0.01% | 988 |
|
|
2015
Q2 | – | Sell |
-2,079
| Closed | -$196K | – | 1100 |
|
|
2015
Q1 | $196K | Buy |
2,079
+1,000
| +93% | +$94.3K | ﹤0.01% | 1191 |
|
|
2014
Q4 | $121K | Buy |
1,079
+29
| +3% | +$3.25K | ﹤0.01% | 1436 |
|
|
2014
Q3 | $64K | Buy |
+1,050
| New | +$64K | ﹤0.01% | 1737 |
|