Creative Planning’s Maplebear CART Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.45M Sell
2025
Q2
$4.2M Buy
2025
Q1
$3.61M Buy
2024
Q4
$3.32M Sell
2024
Q3
$2.98M Buy
2024
Q2
$307K Buy
2024
Q1
$326K Buy