Creative Planning’s American Public Education APEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $630K | Sell |
11,084
-117
| -1% | -$5.36K | ﹤0.01% | 2840 |
|
|
2025
Q4 | $423K | Sell |
11,201
-594
| -5% | -$21.3K | ﹤0.01% | 2978 |
|
|
2025
Q3 | $466K | Buy |
11,795
+618
| +6% | +$19.6K | ﹤0.01% | 2786 |
|
|
2025
Q2 | $340K | Buy |
11,177
+265
| +2% | +$7.01K | ﹤0.01% | 2784 |
|
|
2025
Q1 | $244K | Buy |
10,912
+10,824
| +12,300% | +$235K | ﹤0.01% | 2907 |
|
|
2024
Q4 | $1.9K | Buy |
+88
| New | +$1.58K | ﹤0.01% | 3466 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$2K | – | 1975 |
|
|
2017
Q2 | $2K | Sell |
100
-610
| -86% | -$14K | ﹤0.01% | 4279 |
|
|
2017
Q1 | $16K | Hold |
710
| – | – | ﹤0.01% | 3263 |
|
|
2016
Q4 | $17K | Sell |
710
-930
| -57% | -$20.8K | ﹤0.01% | 3165 |
|
|
2016
Q3 | $32K | Buy |
1,640
+1,540
| +1,540% | +$37.3K | ﹤0.01% | 2685 |
|
|
2016
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 3851 |
|
|
2016
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 3916 |
|
|
2015
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 3999 |
|
|
2015
Q3 | $2K | Buy |
+100
| New | +$2.39K | ﹤0.01% | 3912 |
|
|
2015
Q2 | – | Sell |
-580
| Closed | -$17K | – | 1196 |
|
|
2015
Q1 | $17K | Hold |
580
| – | – | ﹤0.01% | 2826 |
|
|
2014
Q4 | $21K | Sell |
580
-2,520
| -81% | -$81.8K | ﹤0.01% | 2603 |
|
|
2014
Q3 | $84K | Buy |
3,100
+1,000
| +48% | +$31.5K | ﹤0.01% | 1592 |
|
|
2014
Q2 | $72K | Hold |
2,100
| – | – | ﹤0.01% | 1641 |
|
|
2014
Q1 | $74K | Buy |
2,100
+2,000
| +2,000% | +$81.2K | ﹤0.01% | 1572 |
|
|
2013
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 2893 |
|
|
2013
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 2781 |
|
|
2013
Q2 | $4K | Buy |
+100
| New | +$3.61K | ﹤0.01% | 2604 |
|
Other funds holding APEI
3C
DSCM
VCM
PGCM
