Creative Planning’s B&G Foods BGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Buy |
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|
2025
Q1 | $288K | Buy |
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|
2024
Q4 | $177K | Sell |
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|
2024
Q3 | $335K | Buy |
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|
2024
Q2 | $157K | Sell |
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|
2024
Q1 | $347K | Buy |
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|
2023
Q4 | $235K | Buy |
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|
2023
Q3 | $134K | Sell |
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|
2023
Q2 | $307K | Sell |
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|
2023
Q1 | $457K | Buy |
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|
2022
Q4 | $187K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $215K | Buy |
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|
2021
Q4 | $232K | Sell |
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|
2021
Q3 | $263K | Buy |
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|
2021
Q2 | $212K | Sell |
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|
2021
Q1 | $329K | Buy |
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|
2020
Q4 | $223K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $255K | Buy |
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|
2018
Q3 | $238K | Sell |
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|
2018
Q2 | $285K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $476K | Buy |
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|
2017
Q3 | $309K | Buy |
|
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|
2017
Q2 | $343K | Buy |
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|
2017
Q1 | $347K | Buy |
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|
2016
Q4 | $373K | Buy |
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|
2016
Q3 | $402K | Sell |
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|
2016
Q2 | $419K | Sell |
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|
2016
Q1 | $307K | Sell |
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|
2015
Q4 | $323K | Buy |
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|
2015
Q3 | $305K | Buy |
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|
2015
Q2 | – | Sell |
|
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|
2015
Q1 | $234K | Buy |
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|
2014
Q4 | $223K | Buy |
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|
2014
Q3 | $200K | Buy |
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|
2014
Q2 | $222K | Sell |
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|
2014
Q1 | $214K | Sell |
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|
2013
Q4 | $258K | Sell |
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|
2013
Q3 | $314K | Buy |
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|
2013
Q2 | $266K | Buy |
|