Creative Planning’s Artesian Resources ARTNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-7,952
| Closed | -$267K | – | 3915 |
|
|
2025
Q2 | $267K | Buy |
+7,952
| New | +$270K | ﹤0.01% | 3006 |
|
|
2024
Q4 | – | Sell |
-8,561
| Closed | -$318K | – | 3590 |
|
|
2024
Q3 | $318K | Buy |
8,561
+1,764
| +26% | +$66.2K | ﹤0.01% | 2470 |
|
|
2024
Q2 | $239K | Sell |
6,797
-3,143
| -32% | -$114K | ﹤0.01% | 2538 |
|
|
2024
Q1 | $369K | Buy |
+9,940
| New | +$362K | ﹤0.01% | 2082 |
|
|
2023
Q4 | – | Sell |
-4,780
| Closed | -$201K | – | 2769 |
|
|
2023
Q3 | $201K | Buy |
+4,780
| New | +$221K | ﹤0.01% | 2236 |
|
|
2021
Q2 | – | Sell |
-12,370
| Closed | -$487K | – | 2098 |
|
|
2021
Q1 | $487K | Sell |
12,370
-798
| -6% | -$31.2K | ﹤0.01% | 1461 |
|
|
2020
Q4 | $488K | Hold |
13,168
| – | – | ﹤0.01% | 1328 |
|
|
2020
Q3 | $454K | Hold |
13,168
| – | – | ﹤0.01% | 1182 |
|
|
2020
Q2 | $478K | Hold |
13,168
| – | – | ﹤0.01% | 1057 |
|
|
2020
Q1 | $492K | Sell |
13,168
-100
| -0.8% | -$3.66K | ﹤0.01% | 955 |
|
|
2019
Q4 | $494K | Sell |
13,268
-700
| -5% | -$25.9K | ﹤0.01% | 1114 |
|
|
2019
Q3 | $517K | Hold |
13,968
| – | – | ﹤0.01% | 1041 |
|
|
2019
Q2 | $519K | Hold |
13,968
| – | – | ﹤0.01% | 1054 |
|
|
2019
Q1 | $521K | Hold |
13,968
| – | – | ﹤0.01% | 1005 |
|
|
2018
Q4 | $487K | Hold |
13,968
| – | – | ﹤0.01% | 979 |
|
|
2018
Q3 | $514K | Hold |
13,968
| – | – | ﹤0.01% | 1061 |
|
|
2018
Q2 | $542K | Buy |
13,968
+100
| +0.7% | +$3.79K | ﹤0.01% | 1029 |
|
|
2018
Q1 | $506K | Hold |
13,868
| – | – | ﹤0.01% | 1080 |
|
|
2017
Q4 | $535K | Buy |
13,868
+497
| +4% | +$19.9K | ﹤0.01% | 1038 |
|
|
2017
Q3 | $505K | Buy |
13,371
+1,303
| +11% | +$49K | ﹤0.01% | 1055 |
|
|
2017
Q2 | $454K | Hold |
12,068
| – | – | ﹤0.01% | 1068 |
|
|
2017
Q1 | $393K | Hold |
12,068
| – | – | ﹤0.01% | 1120 |
|
|
2016
Q4 | $385K | Hold |
12,068
| – | – | ﹤0.01% | 1053 |
|
|
2016
Q3 | $344K | Hold |
12,068
| – | – | ﹤0.01% | 1101 |
|
|
2016
Q2 | $409K | Hold |
12,068
| – | – | ﹤0.01% | 880 |
|
|
2016
Q1 | $337K | Buy |
12,068
+70
| +0.6% | +$1.95K | ﹤0.01% | 931 |
|
|
2015
Q4 | $332K | Buy |
11,998
+3,000
| +33% | +$77K | ﹤0.01% | 943 |
|
|
2015
Q3 | $217K | Buy |
+8,998
| New | +$199K | ﹤0.01% | 1151 |
|
|
2015
Q2 | – | Sell |
-5,999
| Closed | -$128K | – | 1212 |
|
|
2015
Q1 | $128K | Buy |
5,999
+999
| +20% | +$21.7K | ﹤0.01% | 1438 |
|
|
2014
Q4 | $113K | Hold |
5,000
| – | – | ﹤0.01% | 1487 |
|
|
2014
Q3 | $101K | Hold |
5,000
| – | – | ﹤0.01% | 1467 |
|
|
2014
Q2 | $112K | Sell |
5,000
-438
| -8% | -$9.69K | ﹤0.01% | 1367 |
|
|
2014
Q1 | $122K | Hold |
5,438
| – | – | ﹤0.01% | 1270 |
|
|
2013
Q4 | $125K | Hold |
5,438
| – | – | ﹤0.01% | 1075 |
|
|
2013
Q3 | $121K | Hold |
5,438
| – | – | ﹤0.01% | 1000 |
|
|
2013
Q2 | $121K | Buy |
+5,438
| New | +$121K | ﹤0.01% | 885 |
|
Other funds holding ARTNA
KAS
CAM
RMA
Creative Planning's ARTNA Position: Q3 2025 in Review
Creative Planning sold out of Artesian Resources (ARTNA) in Q3 2025, closing a stake of 7,952 shares — an estimated $267K sold.
Creative Planning first reported a position in ARTNA in Q2 2013 and held it in 36 quarters. The position peaked at $542K in Q2 2018. 102 funds tracked by Wall St. Rank hold ARTNA as of Q3 2025.
- Creative Planning reported no remaining Artesian Resources position as of Q3 2025 after selling out during the quarter.
- Creative Planning sold 7,952 Artesian Resources shares in Q3 2025, an estimated $267K.
- Creative Planning first reported a position in Artesian Resources in Q2 2013 and held it in 36 quarters.
- Creative Planning's Artesian Resources position peaked at $542K in Q2 2018.
- 102 funds tracked by Wall St. Rank held Artesian Resources as of Q3 2025.
Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.