Creative Planning’s Avis CAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.69M | Sell |
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|
2025
Q1 | $2.07M | Buy |
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|
2024
Q4 | $1.47M | Buy |
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|
2024
Q3 | $806K | Sell |
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|
2024
Q2 | $1.32M | Buy |
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|
2024
Q1 | $712K | Buy |
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|
2023
Q4 | $994K | Buy |
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|
2023
Q3 | $969K | Sell |
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|
2023
Q2 | $1.24M | Sell |
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|
2023
Q1 | $1.06M | Sell |
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|
2022
Q4 | $900K | Sell |
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|
2022
Q3 | $824K | Buy |
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|
2022
Q2 | $764K | Buy |
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|
2022
Q1 | $1.33M | Sell |
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $768K | Sell |
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|
2021
Q2 | $515K | Sell |
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|
2021
Q1 | $490K | Hold |
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|
2020
Q4 | $252K | Sell |
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|
2020
Q3 | $220K | Sell |
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|
2020
Q2 | $263K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $47K | Sell |
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|
2017
Q1 | $56K | Sell |
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|
2016
Q4 | $71K | Sell |
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|
2016
Q3 | $99K | Buy |
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|
2016
Q2 | $48K | Sell |
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|
2016
Q1 | $54K | Sell |
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|
2015
Q4 | $154K | Buy |
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|
2015
Q3 | $128K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $358K | Buy |
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|
2014
Q4 | $300K | Buy |
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|
2014
Q3 | $169K | Sell |
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|
2014
Q2 | $283K | Buy |
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|
2014
Q1 | $35K | Buy |
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|
2013
Q4 | $26K | Sell |
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|
2013
Q3 | $39K | Sell |
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|
2013
Q2 | $47K | Buy |
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