Creative Planning’s Artivion AORT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Buy |
14,272
+753
| +6% | +$23.4K | ﹤0.01% | 2562 |
|
|
2025
Q1 | $332K | Buy |
13,519
+253
| +2% | +$6.22K | ﹤0.01% | 2650 |
|
|
2024
Q4 | $379K | Sell |
13,266
-15,369
| -54% | -$439K | ﹤0.01% | 2472 |
|
|
2024
Q3 | $762K | Buy |
28,635
+18,486
| +182% | +$492K | ﹤0.01% | 1746 |
|
|
2024
Q2 | $260K | Buy |
+10,149
| New | +$260K | ﹤0.01% | 2472 |
|
|
2020
Q1 | – | Sell |
-7,706
| Closed | -$209K | – | 1738 |
|
|
2019
Q4 | $209K | Buy |
+7,706
| New | +$209K | ﹤0.01% | 1601 |
|
|
2018
Q4 | – | Sell |
-6,906
| Closed | -$243K | – | 1811 |
|
|
2018
Q3 | $243K | Buy |
+6,906
| New | +$243K | ﹤0.01% | 1535 |
|
|
2017
Q3 | – | Sell |
-6,806
| Closed | -$136K | – | 1937 |
|
|
2017
Q2 | $136K | Buy |
6,806
+200
| +3% | +$4K | ﹤0.01% | 1754 |
|
|
2017
Q1 | $110K | Sell |
6,606
-1,482
| -18% | -$24.7K | ﹤0.01% | 1872 |
|
|
2016
Q4 | $155K | Hold |
8,088
| – | – | ﹤0.01% | 1545 |
|
|
2016
Q3 | $142K | Buy |
8,088
+1,000
| +14% | +$17.6K | ﹤0.01% | 1602 |
|
|
2016
Q2 | $84K | Sell |
7,088
-459
| -6% | -$5.44K | ﹤0.01% | 1772 |
|
|
2016
Q1 | $81K | Buy |
7,547
+459
| +6% | +$4.93K | ﹤0.01% | 1746 |
|
|
2015
Q4 | $76K | Hold |
7,088
| – | – | ﹤0.01% | 1781 |
|
|
2015
Q3 | $69K | Buy |
+7,088
| New | +$69K | ﹤0.01% | 1811 |
|
|
2015
Q2 | – | Sell |
-10,192
| Closed | -$106K | – | 1149 |
|
|
2015
Q1 | $106K | Buy |
10,192
+4,319
| +74% | +$44.9K | ﹤0.01% | 1536 |
|
|
2014
Q4 | $67K | Hold |
5,873
| – | – | ﹤0.01% | 1786 |
|
|
2014
Q3 | $58K | Hold |
5,873
| – | – | ﹤0.01% | 1804 |
|
|
2014
Q2 | $53K | Hold |
5,873
| – | – | ﹤0.01% | 1822 |
|
|
2014
Q1 | $58K | Sell |
5,873
-2,500
| -30% | -$24.7K | ﹤0.01% | 1699 |
|
|
2013
Q4 | $93K | Buy |
8,373
+5,000
| +148% | +$55.5K | ﹤0.01% | 1231 |
|
|
2013
Q3 | $24K | Buy |
3,373
+3,000
| +804% | +$21.3K | ﹤0.01% | 1986 |
|
|
2013
Q2 | $2K | Buy |
+373
| New | +$2K | ﹤0.01% | 2808 |
|