Creative Planning’s Auddia Inc Warrants AUUDW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$341 Hold
2025
Q3
$333 Hold
2025
Q2
$342 Hold
2025
Q1
$222 Hold
2024
Q4
$371 Hold
2024
Q3
$689 Hold
2024
Q2
$953 Hold
2024
Q1
$526 Buy