Creative Planning’s Maplebear CART Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.2M | Buy |
92,846
+2,417
| +3% | +$109K | ﹤0.01% | 842 |
|
|
2025
Q1 | $3.61M | Buy |
90,429
+10,350
| +13% | +$413K | ﹤0.01% | 841 |
|
|
2024
Q4 | $3.32M | Sell |
80,079
-38,723
| -33% | -$1.6M | ﹤0.01% | 845 |
|
|
2024
Q3 | $2.98M | Buy |
118,802
+109,236
| +1,142% | +$2.74M | ﹤0.01% | 863 |
|
|
2024
Q2 | $307K | Buy |
9,566
+831
| +10% | +$26.7K | ﹤0.01% | 2315 |
|
|
2024
Q1 | $326K | Buy |
+8,735
| New | +$326K | ﹤0.01% | 2175 |
|