Creative Planning’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587K | Buy |
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|
2025
Q1 | $485K | Buy |
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|
2024
Q4 | $486K | Buy |
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|
2024
Q3 | $384K | Sell |
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|
2024
Q2 | $460K | Buy |
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|
2024
Q1 | $457K | Buy |
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|
2023
Q4 | $389K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $450K | Buy |
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|
2023
Q1 | $496K | Sell |
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|
2022
Q4 | $527K | Buy |
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|
2022
Q3 | $436K | Sell |
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|
2022
Q2 | $665K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $204K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $206K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $101K | Sell |
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|
2017
Q1 | $177K | Buy |
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|
2016
Q4 | $155K | Sell |
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|
2016
Q3 | $172K | Buy |
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|
2016
Q2 | $114K | Buy |
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|
2016
Q1 | $59K | Sell |
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|
2015
Q4 | $57K | Buy |
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|
2015
Q3 | $52K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $52K | Hold |
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|
2014
Q4 | $49K | Sell |
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|
2014
Q3 | $74K | Buy |
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|
2014
Q2 | $49K | Buy |
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|
2014
Q1 | $42K | Sell |
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|
2013
Q4 | $42K | Buy |
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|
2013
Q3 | $29K | Buy |
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|
2013
Q2 | $14K | Buy |
|