Creative Planning’s Altimmune ALT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159K | Buy |
41,164
+9,558
| +30% | +$37K | ﹤0.01% | 3295 |
|
|
2025
Q1 | $158K | Sell |
31,606
-5,392
| -15% | -$27K | ﹤0.01% | 3132 |
|
|
2024
Q4 | $267K | Buy |
36,998
+18,587
| +101% | +$134K | ﹤0.01% | 2751 |
|
|
2024
Q3 | $96.4K | Buy |
18,411
+6,132
| +50% | +$32.1K | ﹤0.01% | 3021 |
|
|
2024
Q2 | $81.7K | Buy |
12,279
+500
| +4% | +$3.33K | ﹤0.01% | 2860 |
|
|
2024
Q1 | $120K | Sell |
11,779
-300
| -2% | -$3.05K | ﹤0.01% | 2661 |
|
|
2023
Q4 | $136K | Buy |
+12,079
| New | +$136K | ﹤0.01% | 2518 |
|
|
2020
Q4 | – | Sell |
-25,919
| Closed | -$342K | – | 2107 |
|
|
2020
Q3 | $342K | Buy |
+25,919
| New | +$342K | ﹤0.01% | 1319 |
|
|
2017
Q3 | – | Sell |
-30
| Closed | -$3K | – | 1913 |
|
|
2017
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 4084 |
|
|
2017
Q1 | $7K | Hold |
30
| – | – | ﹤0.01% | 3724 |
|
|
2016
Q4 | $29K | Hold |
30
| – | – | ﹤0.01% | 2783 |
|
|
2016
Q3 | $26K | Hold |
30
| – | – | ﹤0.01% | 2830 |
|
|
2016
Q2 | $22K | Hold |
30
| – | – | ﹤0.01% | 2687 |
|
|
2016
Q1 | $17K | Sell |
30
-42
| -58% | -$23.8K | ﹤0.01% | 2835 |
|
|
2015
Q4 | $41K | Buy |
+72
| New | +$41K | ﹤0.01% | 2246 |
|
|
2014
Q4 | – | Sell |
-3
| Closed | -$2K | – | 3991 |
|
|
2014
Q3 | $2K | Sell |
3
-4
| -57% | -$2.67K | ﹤0.01% | 3538 |
|
|
2014
Q2 | $3K | Hold |
7
| – | – | ﹤0.01% | 3287 |
|
|
2014
Q1 | $4K | Buy |
+7
| New | +$4K | ﹤0.01% | 3079 |
|