Creative Planning’s Biohaven BHVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155K | Sell |
10,972
-7,220
| -40% | -$102K | ﹤0.01% | 3303 |
|
|
2025
Q1 | $437K | Buy |
18,192
+1,555
| +9% | +$37.4K | ﹤0.01% | 2405 |
|
|
2024
Q4 | $621K | Sell |
16,637
-1,572
| -9% | -$58.7K | ﹤0.01% | 2026 |
|
|
2024
Q3 | $910K | Buy |
18,209
+6,674
| +58% | +$334K | ﹤0.01% | 1589 |
|
|
2024
Q2 | $400K | Sell |
11,535
-1,636
| -12% | -$56.8K | ﹤0.01% | 2116 |
|
|
2024
Q1 | $720K | Buy |
13,171
+3,320
| +34% | +$182K | ﹤0.01% | 1572 |
|
|
2023
Q4 | $422K | Sell |
9,851
-1,690
| -15% | -$72.3K | ﹤0.01% | 1820 |
|
|
2023
Q3 | $300K | Buy |
11,541
+395
| +4% | +$10.3K | ﹤0.01% | 1940 |
|
|
2023
Q2 | $267K | Buy |
11,146
+828
| +8% | +$19.8K | ﹤0.01% | 1992 |
|
|
2023
Q1 | $141K | Sell |
10,318
-283
| -3% | -$3.87K | ﹤0.01% | 2189 |
|
|
2022
Q4 | $147K | Buy |
+10,601
| New | +$147K | ﹤0.01% | 2078 |
|