Creative Planning’s Alpha and Omega Semiconductor AOSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Buy |
+9,658
| New | +$248K | ﹤0.01% | 3050 |
|
|
2025
Q1 | – | Sell |
-5,637
| Closed | -$209K | – | 3450 |
|
|
2024
Q4 | $209K | Buy |
+5,637
| New | +$209K | ﹤0.01% | 2936 |
|
|
2021
Q2 | – | Sell |
-34,436
| Closed | -$1.13M | – | 1999 |
|
|
2021
Q1 | $1.13M | Buy |
34,436
+7,436
| +28% | +$243K | ﹤0.01% | 953 |
|
|
2020
Q4 | $638K | Buy |
+27,000
| New | +$638K | ﹤0.01% | 1155 |
|
|
2014
Q2 | – | Sell |
-600
| Closed | -$4K | – | 3635 |
|
|
2014
Q1 | $4K | Hold |
600
| – | – | ﹤0.01% | 3081 |
|
|
2013
Q4 | $5K | Hold |
600
| – | – | ﹤0.01% | 2818 |
|
|
2013
Q3 | $5K | Hold |
600
| – | – | ﹤0.01% | 2711 |
|
|
2013
Q2 | $5K | Buy |
+600
| New | +$5K | ﹤0.01% | 2525 |
|