Creative Planning’s Agios Pharmaceuticals AGIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $451K | Buy |
13,333
+2,963
| +29% | +$84K | ﹤0.01% | 3104 |
|
|
2025
Q4 | $282K | Sell |
10,370
-2,749
| -21% | -$96.4K | ﹤0.01% | 3286 |
|
|
2025
Q3 | $527K | Buy |
13,119
+280
| +2% | +$10.5K | ﹤0.01% | 2668 |
|
|
2025
Q2 | $427K | Buy |
12,839
+917
| +8% | +$27.8K | ﹤0.01% | 2609 |
|
|
2025
Q1 | $349K | Sell |
11,922
-1,214
| -9% | -$40.3K | ﹤0.01% | 2614 |
|
|
2024
Q4 | $432K | Sell |
13,136
-2,504
| -16% | -$118K | ﹤0.01% | 2362 |
|
|
2024
Q3 | $695K | Buy |
15,640
+4,120
| +36% | +$187K | ﹤0.01% | 1820 |
|
|
2024
Q2 | $497K | Buy |
11,520
+2,276
| +25% | +$82.1K | ﹤0.01% | 1948 |
|
|
2024
Q1 | $270K | Buy |
+9,244
| New | +$248K | ﹤0.01% | 2338 |
|
|
2021
Q4 | – | Sell |
-5,102
| Closed | -$235K | – | 2078 |
|
|
2021
Q3 | $235K | Hold |
5,102
| – | – | ﹤0.01% | 1752 |
|
|
2021
Q2 | $281K | Sell |
5,102
-1
| -0% | -$56 | ﹤0.01% | 1600 |
|
|
2021
Q1 | $264K | Sell |
5,103
-1,182
| -19% | -$58.5K | ﹤0.01% | 1871 |
|
|
2020
Q4 | $272K | Buy |
+6,285
| New | +$249K | ﹤0.01% | 1685 |
|
|
2020
Q3 | – | Sell |
-4,785
| Closed | -$256K | – | 2144 |
|
|
2020
Q2 | $256K | Buy |
+4,785
| New | +$222K | ﹤0.01% | 1401 |
|
|
2020
Q1 | – | Sell |
-4,835
| Closed | -$231K | – | 1865 |
|
|
2019
Q4 | $231K | Buy |
+4,835
| New | +$183K | ﹤0.01% | 1561 |
|
|
2019
Q3 | – | Sell |
-4,795
| Closed | -$239K | – | 1989 |
|
|
2019
Q2 | $239K | Buy |
4,795
+1,010
| +27% | +$54K | ﹤0.01% | 1504 |
|
|
2019
Q1 | $255K | Buy |
+3,785
| New | +$220K | ﹤0.01% | 1429 |
|
|
2018
Q4 | – | Sell |
-3,804
| Closed | -$293K | – | 1943 |
|
|
2018
Q3 | $293K | Sell |
3,804
-877
| -19% | -$70.5K | ﹤0.01% | 1413 |
|
|
2018
Q2 | $394K | Buy |
+4,681
| New | +$408K | ﹤0.01% | 1205 |
|
|
2017
Q4 | – | Sell |
-16,650
| Closed | -$1.11M | – | 1904 |
|
|
2017
Q3 | $1.11M | Sell |
16,650
-60
| -0.4% | -$3.6K | 0.01% | 662 |
|
|
2017
Q2 | $860K | Buy |
16,710
+228
| +1% | +$11.7K | ﹤0.01% | 762 |
|
|
2017
Q1 | $963K | Buy |
16,482
+1,528
| +10% | +$73.2K | 0.01% | 693 |
|
|
2016
Q4 | $624K | Buy |
14,954
+6,875
| +85% | +$361K | ﹤0.01% | 821 |
|
|
2016
Q3 | $427K | Sell |
8,079
-100
| -1% | -$4.36K | ﹤0.01% | 973 |
|
|
2016
Q2 | $343K | Sell |
8,179
-900
| -10% | -$44.4K | ﹤0.01% | 959 |
|
|
2016
Q1 | $369K | Sell |
9,079
-6
| -0.1% | -$257 | ﹤0.01% | 884 |
|
|
2015
Q4 | $590K | Buy |
9,085
+5,000
| +122% | +$328K | ﹤0.01% | 683 |
|
|
2015
Q3 | $288K | Buy |
+4,085
| New | +$399K | ﹤0.01% | 994 |
|
|
2015
Q2 | – | Sell |
-2,079
| Closed | -$196K | – | 1140 |
|
|
2015
Q1 | $196K | Buy |
2,079
+1,000
| +93% | +$112K | ﹤0.01% | 1197 |
|
|
2014
Q4 | $121K | Buy |
1,079
+29
| +3% | +$2.59K | ﹤0.01% | 1446 |
|
|
2014
Q3 | $64K | Buy |
+1,050
| New | +$45.3K | ﹤0.01% | 1749 |
|
Other funds holding AGIO
FCM
AC
VCM
LCM
VPM
EAM
