Creative Planning’s Butterfly Network BFLY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $51.6K | Buy |
25,778
+190
| +0.7% | +$380 | ﹤0.01% | 3497 |
|
2025
Q1 | $58.3K | Buy |
25,588
+2,163
| +9% | +$4.93K | ﹤0.01% | 3312 |
|
2024
Q4 | $73.1K | Buy |
23,425
+5,201
| +29% | +$16.2K | ﹤0.01% | 3189 |
|
2024
Q3 | $32.3K | Sell |
18,224
-1,579
| -8% | -$2.8K | ﹤0.01% | 3124 |
|
2024
Q2 | $16.7K | Buy |
19,803
+2,835
| +17% | +$2.38K | ﹤0.01% | 2964 |
|
2024
Q1 | $18.3K | Sell |
16,968
-1,494
| -8% | -$1.61K | ﹤0.01% | 2817 |
|
2023
Q4 | $19.9K | Sell |
18,462
-974
| -5% | -$1.05K | ﹤0.01% | 2679 |
|
2023
Q3 | $22.9K | Sell |
19,436
-5,219
| -21% | -$6.16K | ﹤0.01% | 2556 |
|
2023
Q2 | $56.7K | Buy |
24,655
+5,298
| +27% | +$12.2K | ﹤0.01% | 2408 |
|
2023
Q1 | $36.4K | Sell |
19,357
-2,100
| -10% | -$3.95K | ﹤0.01% | 2352 |
|
2022
Q4 | $52.8K | Buy |
21,457
+2,501
| +13% | +$6.15K | ﹤0.01% | 2207 |
|
2022
Q3 | $89K | Buy |
18,956
+8,201
| +76% | +$38.5K | ﹤0.01% | 2021 |
|
2022
Q2 | $33K | Buy |
+10,755
| New | +$33K | ﹤0.01% | 2067 |
|
2021
Q2 | – | Sell |
-14,860
| Closed | -$250K | – | 2023 |
|
2021
Q1 | $250K | Buy |
14,860
+2,643
| +22% | +$44.5K | ﹤0.01% | 1881 |
|
2020
Q4 | $242K | Buy |
+12,217
| New | +$242K | ﹤0.01% | 1729 |
|