Creative Planning’s Couchbase BASE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
45,946
+26,260
| +133% | +$640K | ﹤0.01% | 1752 |
|
|
2025
Q1 | $310K | Buy |
19,686
+5,735
| +41% | +$90.3K | ﹤0.01% | 2719 |
|
|
2024
Q4 | $217K | Sell |
13,951
-3,384
| -20% | -$52.8K | ﹤0.01% | 2904 |
|
|
2024
Q3 | $279K | Buy |
17,335
+6,433
| +59% | +$104K | ﹤0.01% | 2576 |
|
|
2024
Q2 | $199K | Buy |
10,902
+395
| +4% | +$7.21K | ﹤0.01% | 2663 |
|
|
2024
Q1 | $276K | Sell |
10,507
-6,257
| -37% | -$165K | ﹤0.01% | 2310 |
|
|
2023
Q4 | $378K | Sell |
16,764
-7,876
| -32% | -$177K | ﹤0.01% | 1914 |
|
|
2023
Q3 | $423K | Sell |
24,640
-726
| -3% | -$12.5K | ﹤0.01% | 1669 |
|
|
2023
Q2 | $401K | Sell |
25,366
-21,060
| -45% | -$333K | ﹤0.01% | 1692 |
|
|
2023
Q1 | $653K | Sell |
46,426
-250
| -0.5% | -$3.52K | ﹤0.01% | 1311 |
|
|
2022
Q4 | $619K | Sell |
46,676
-1,681
| -3% | -$22.3K | ﹤0.01% | 1309 |
|
|
2022
Q3 | $690K | Buy |
48,357
+250
| +0.5% | +$3.57K | ﹤0.01% | 1135 |
|
|
2022
Q2 | $790K | Sell |
48,107
-2,944
| -6% | -$48.3K | ﹤0.01% | 1072 |
|
|
2022
Q1 | $889K | Buy |
+51,051
| New | +$889K | ﹤0.01% | 1040 |
|