Creative Planning’s Avis CAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.69M | Sell |
21,813
-5,424
| -20% | -$917K | ﹤0.01% | 916 |
|
|
2025
Q1 | $2.07M | Buy |
27,237
+8,954
| +49% | +$680K | ﹤0.01% | 1148 |
|
|
2024
Q4 | $1.47M | Buy |
18,283
+9,080
| +99% | +$732K | ﹤0.01% | 1343 |
|
|
2024
Q3 | $806K | Sell |
9,203
-3,469
| -27% | -$304K | ﹤0.01% | 1694 |
|
|
2024
Q2 | $1.32M | Buy |
12,672
+6,855
| +118% | +$716K | ﹤0.01% | 1219 |
|
|
2024
Q1 | $712K | Buy |
5,817
+208
| +4% | +$25.5K | ﹤0.01% | 1579 |
|
|
2023
Q4 | $994K | Buy |
5,609
+217
| +4% | +$38.5K | ﹤0.01% | 1234 |
|
|
2023
Q3 | $969K | Sell |
5,392
-10
| -0.2% | -$1.8K | ﹤0.01% | 1171 |
|
|
2023
Q2 | $1.24M | Sell |
5,402
-44
| -0.8% | -$10.1K | ﹤0.01% | 1018 |
|
|
2023
Q1 | $1.06M | Sell |
5,446
-43
| -0.8% | -$8.38K | ﹤0.01% | 1047 |
|
|
2022
Q4 | $900K | Sell |
5,489
-62
| -1% | -$10.2K | ﹤0.01% | 1083 |
|
|
2022
Q3 | $824K | Buy |
5,551
+354
| +7% | +$52.5K | ﹤0.01% | 1042 |
|
|
2022
Q2 | $764K | Buy |
5,197
+145
| +3% | +$21.3K | ﹤0.01% | 1079 |
|
|
2022
Q1 | $1.33M | Sell |
5,052
-134
| -3% | -$35.3K | ﹤0.01% | 859 |
|
|
2021
Q4 | $1.08M | Sell |
5,186
-1,402
| -21% | -$291K | ﹤0.01% | 926 |
|
|
2021
Q3 | $768K | Sell |
6,588
-30
| -0.5% | -$3.5K | ﹤0.01% | 1073 |
|
|
2021
Q2 | $515K | Sell |
6,618
-138
| -2% | -$10.7K | ﹤0.01% | 1261 |
|
|
2021
Q1 | $490K | Hold |
6,756
| – | – | ﹤0.01% | 1432 |
|
|
2020
Q4 | $252K | Sell |
6,756
-1,608
| -19% | -$60K | ﹤0.01% | 1701 |
|
|
2020
Q3 | $220K | Sell |
8,364
-3,130
| -27% | -$82.3K | ﹤0.01% | 1596 |
|
|
2020
Q2 | $263K | Buy |
+11,494
| New | +$263K | ﹤0.01% | 1369 |
|
|
2017
Q3 | – | Sell |
-1,731
| Closed | -$47K | – | 2108 |
|
|
2017
Q2 | $47K | Sell |
1,731
-174
| -9% | -$4.72K | ﹤0.01% | 2536 |
|
|
2017
Q1 | $56K | Sell |
1,905
-34
| -2% | -$999 | ﹤0.01% | 2373 |
|
|
2016
Q4 | $71K | Sell |
1,939
-961
| -33% | -$35.2K | ﹤0.01% | 2086 |
|
|
2016
Q3 | $99K | Buy |
2,900
+1,425
| +97% | +$48.6K | ﹤0.01% | 1838 |
|
|
2016
Q2 | $48K | Sell |
1,475
-500
| -25% | -$16.3K | ﹤0.01% | 2143 |
|
|
2016
Q1 | $54K | Sell |
1,975
-2,262
| -53% | -$61.8K | ﹤0.01% | 2028 |
|
|
2015
Q4 | $154K | Buy |
4,237
+1,300
| +44% | +$47.3K | ﹤0.01% | 1360 |
|
|
2015
Q3 | $128K | Buy |
+2,937
| New | +$128K | ﹤0.01% | 1432 |
|
|
2015
Q2 | – | Sell |
-6,059
| Closed | -$358K | – | 1322 |
|
|
2015
Q1 | $358K | Buy |
6,059
+1,543
| +34% | +$91.2K | ﹤0.01% | 900 |
|
|
2014
Q4 | $300K | Buy |
4,516
+1,444
| +47% | +$95.9K | ﹤0.01% | 936 |
|
|
2014
Q3 | $169K | Sell |
3,072
-1,664
| -35% | -$91.5K | ﹤0.01% | 1153 |
|
|
2014
Q2 | $283K | Buy |
4,736
+4,024
| +565% | +$240K | ﹤0.01% | 861 |
|
|
2014
Q1 | $35K | Buy |
712
+60
| +9% | +$2.95K | ﹤0.01% | 2011 |
|
|
2013
Q4 | $26K | Sell |
652
-707
| -52% | -$28.2K | ﹤0.01% | 2026 |
|
|
2013
Q3 | $39K | Sell |
1,359
-273
| -17% | -$7.83K | ﹤0.01% | 1664 |
|
|
2013
Q2 | $47K | Buy |
+1,632
| New | +$47K | ﹤0.01% | 1414 |
|