Creative Planning’s Chuy's Holdings, Inc. Common Stock CHUY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,602
| Closed | -$546K | – | 3709 |
|
|
2024
Q3 | $546K | Buy |
14,602
+4,979
| +52% | +$173K | ﹤0.01% | 2027 |
|
|
2024
Q2 | $249K | Buy |
+9,623
| New | +$274K | ﹤0.01% | 2506 |
|
|
2017
Q3 | – | Sell |
-527
| Closed | -$12K | – | 3838 |
|
|
2017
Q2 | $12K | Hold |
527
| – | – | ﹤0.01% | 3535 |
|
|
2017
Q1 | $16K | Hold |
527
| – | – | ﹤0.01% | 3295 |
|
|
2016
Q4 | $17K | Sell |
527
-300
| -36% | -$9.08K | ﹤0.01% | 3188 |
|
|
2016
Q3 | $23K | Sell |
827
-1,300
| -61% | -$41.8K | ﹤0.01% | 2974 |
|
|
2016
Q2 | $74K | Buy |
2,127
+1,600
| +304% | +$52K | ﹤0.01% | 1864 |
|
|
2016
Q1 | $16K | Sell |
527
-300
| -36% | -$9.71K | ﹤0.01% | 2932 |
|
|
2015
Q4 | $26K | Buy |
827
+300
| +57% | +$9.25K | ﹤0.01% | 2654 |
|
|
2015
Q3 | $15K | Buy |
+527
| New | +$15.6K | ﹤0.01% | 2964 |
|
|
2015
Q2 | – | Sell |
-527
| Closed | -$12K | – | 3140 |
|
|
2015
Q1 | $12K | Hold |
527
| – | – | ﹤0.01% | 3098 |
|
|
2014
Q4 | $10K | Buy |
527
+300
| +132% | +$7.38K | ﹤0.01% | 3133 |
|
|
2014
Q3 | $7K | Buy |
+227
| New | +$6.6K | ﹤0.01% | 3149 |
|
|
2014
Q2 | – | Sell |
-2,000
| Closed | -$86K | – | 3993 |
|
|
2014
Q1 | $86K | Buy |
+2,000
| New | +$77.6K | ﹤0.01% | 1495 |
|
Other funds holding CHUY
Creative Planning's CHUY Position: Q4 2024 in Review
Creative Planning sold out of Chuy's Holdings, Inc. Common Stock (CHUY) in Q4 2024, closing a stake of 14,602 shares — an estimated $546K sold.
Creative Planning first reported a position in CHUY in Q1 2014 and held it in 14 quarters. The position peaked at $546K in Q3 2024. 1 fund tracked by Wall St. Rank holds CHUY as of Q4 2024.
- Creative Planning reported no remaining Chuy's Holdings, Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
- Creative Planning sold 14,602 Chuy's Holdings, Inc. Common Stock shares in Q4 2024, an estimated $546K.
- Creative Planning first reported a position in Chuy's Holdings, Inc. Common Stock in Q1 2014 and held it in 14 quarters.
- Creative Planning's Chuy's Holdings, Inc. Common Stock position peaked at $546K in Q3 2024.
- 1 fund tracked by Wall St. Rank held Chuy's Holdings, Inc. Common Stock as of Q4 2024.
Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.