Creative Planning’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
|
|||||
|
2025
Q1 | $580K | Buy |
|
|||||
|
2024
Q4 | $214K | Sell |
|
|||||
|
2024
Q3 | $295K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $231K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $454K | Sell |
|
|||||
|
2023
Q2 | $499K | Buy |
|
|||||
|
2023
Q1 | $417K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $50K | Sell |
|
|||||
|
2017
Q1 | $64K | Sell |
|
|||||
|
2016
Q4 | $91K | Buy |
|
|||||
|
2016
Q3 | $81K | Buy |
|
|||||
|
2016
Q2 | $71K | Buy |
|
|||||
|
2016
Q1 | $24K | Sell |
|
|||||
|
2015
Q4 | $33K | Sell |
|
|||||
|
2015
Q3 | $35K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $28K | Sell |
|
|||||
|
2014
Q4 | $44K | Buy |
|
|||||
|
2014
Q3 | $15K | Hold |
|
|||||
|
2014
Q2 | $15K | Hold |
|
|||||
|
2014
Q1 | $16K | Hold |
|
|||||
|
2013
Q4 | $16K | Hold |
|
|||||
|
2013
Q3 | $14K | Sell |
|
|||||
|
2013
Q2 | $43K | Buy |
|