Creative Planning’s Bel Fuse Inc Class B BELFB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.73M | Buy |
18,826
+3,811
| +25% | +$796K | ﹤0.01% | 1414 |
|
|
2025
Q4 | $2.55M | Buy |
15,015
+1,857
| +14% | +$290K | ﹤0.01% | 1520 |
|
|
2025
Q3 | $1.86M | Buy |
13,158
+1,891
| +17% | +$241K | ﹤0.01% | 1613 |
|
|
2025
Q2 | $1.1M | Buy |
11,267
+513
| +5% | +$38.7K | ﹤0.01% | 1772 |
|
|
2025
Q1 | $805K | Buy |
10,754
+1,819
| +20% | +$145K | ﹤0.01% | 1891 |
|
|
2024
Q4 | $737K | Buy |
8,935
+695
| +8% | +$56.2K | ﹤0.01% | 1890 |
|
|
2024
Q3 | $647K | Buy |
8,240
+2,968
| +56% | +$202K | ﹤0.01% | 1887 |
|
|
2024
Q2 | $344K | Buy |
+5,272
| New | +$331K | ﹤0.01% | 2242 |
|
|
2017
Q3 | – | Sell |
-2,115
| Closed | -$52K | – | 2062 |
|
|
2017
Q2 | $52K | Buy |
2,115
+53
| +3% | +$1.27K | ﹤0.01% | 2476 |
|
|
2017
Q1 | $53K | Buy |
2,062
+1,200
| +139% | +$34.3K | ﹤0.01% | 2431 |
|
|
2016
Q4 | $27K | Hold |
862
| – | – | ﹤0.01% | 2855 |
|
|
2016
Q3 | $21K | Hold |
862
| – | – | ﹤0.01% | 3023 |
|
|
2016
Q2 | $15K | Hold |
862
| – | – | ﹤0.01% | 2973 |
|
|
2016
Q1 | $13K | Hold |
862
| – | – | ﹤0.01% | 3036 |
|
|
2015
Q4 | $15K | Hold |
862
| – | – | ﹤0.01% | 3026 |
|
|
2015
Q3 | $17K | Buy |
+862
| New | +$17.3K | ﹤0.01% | 2839 |
|
|
2015
Q2 | – | Sell |
-862
| Closed | -$16K | – | 1278 |
|
|
2015
Q1 | $16K | Hold |
862
| – | – | ﹤0.01% | 2865 |
|
|
2014
Q4 | $24K | Hold |
862
| – | – | ﹤0.01% | 2518 |
|
|
2014
Q3 | $21K | Hold |
862
| – | – | ﹤0.01% | 2507 |
|
|
2014
Q2 | $22K | Hold |
862
| – | – | ﹤0.01% | 2419 |
|
|
2014
Q1 | $19K | Hold |
862
| – | – | ﹤0.01% | 2399 |
|
|
2013
Q4 | $18K | Hold |
862
| – | – | ﹤0.01% | 2237 |
|
|
2013
Q3 | $15K | Hold |
862
| – | – | ﹤0.01% | 2239 |
|
|
2013
Q2 | $12K | Buy |
+862
| New | +$12.8K | ﹤0.01% | 2173 |
|
Other funds holding BELFB
VCM
WA
VPM
