Creative Planning’s Couchbase BASE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-45,946
| Closed | -$1.12M | – | 3919 |
|
|
2025
Q2 | $1.12M | Buy |
45,946
+26,260
| +133% | +$477K | ﹤0.01% | 1757 |
|
|
2025
Q1 | $310K | Buy |
19,686
+5,735
| +41% | +$95.1K | ﹤0.01% | 2726 |
|
|
2024
Q4 | $217K | Sell |
13,951
-3,384
| -20% | -$57.7K | ﹤0.01% | 2913 |
|
|
2024
Q3 | $279K | Buy |
17,335
+6,433
| +59% | +$111K | ﹤0.01% | 2576 |
|
|
2024
Q2 | $199K | Buy |
10,902
+395
| +4% | +$9.19K | ﹤0.01% | 2676 |
|
|
2024
Q1 | $276K | Sell |
10,507
-6,257
| -37% | -$163K | ﹤0.01% | 2320 |
|
|
2023
Q4 | $378K | Sell |
16,764
-7,876
| -32% | -$144K | ﹤0.01% | 1918 |
|
|
2023
Q3 | $423K | Sell |
24,640
-726
| -3% | -$11.9K | ﹤0.01% | 1673 |
|
|
2023
Q2 | $401K | Sell |
25,366
-21,060
| -45% | -$344K | ﹤0.01% | 1698 |
|
|
2023
Q1 | $653K | Sell |
46,426
-250
| -0.5% | -$3.69K | ﹤0.01% | 1316 |
|
|
2022
Q4 | $619K | Sell |
46,676
-1,681
| -3% | -$21.8K | ﹤0.01% | 1314 |
|
|
2022
Q3 | $690K | Buy |
48,357
+250
| +0.5% | +$4.04K | ﹤0.01% | 1142 |
|
|
2022
Q2 | $790K | Sell |
48,107
-2,944
| -6% | -$46.5K | ﹤0.01% | 1076 |
|
|
2022
Q1 | $889K | Buy |
+51,051
| New | +$1.03M | ﹤0.01% | 1041 |
|
