Creative Planning’s Commercial Metals CMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Buy |
54,301
+18,677
| +52% | +$913K | ﹤0.01% | 1108 |
|
|
2025
Q1 | $1.64M | Buy |
35,624
+5,601
| +19% | +$258K | ﹤0.01% | 1337 |
|
|
2024
Q4 | $1.49M | Buy |
30,023
+3,020
| +11% | +$150K | ﹤0.01% | 1332 |
|
|
2024
Q3 | $1.48M | Buy |
27,003
+4,100
| +18% | +$225K | ﹤0.01% | 1250 |
|
|
2024
Q2 | $1.26M | Buy |
22,903
+3,902
| +21% | +$215K | ﹤0.01% | 1255 |
|
|
2024
Q1 | $1.12M | Buy |
19,001
+8,998
| +90% | +$529K | ﹤0.01% | 1263 |
|
|
2023
Q4 | $501K | Sell |
10,003
-222
| -2% | -$11.1K | ﹤0.01% | 1707 |
|
|
2023
Q3 | $505K | Buy |
10,225
+1,511
| +17% | +$74.7K | ﹤0.01% | 1563 |
|
|
2023
Q2 | $459K | Buy |
8,714
+3,534
| +68% | +$186K | ﹤0.01% | 1600 |
|
|
2023
Q1 | $253K | Sell |
5,180
-608
| -11% | -$29.7K | ﹤0.01% | 1938 |
|
|
2022
Q4 | $280K | Buy |
+5,788
| New | +$280K | ﹤0.01% | 1760 |
|
|
2022
Q2 | – | Sell |
-434
| Closed | -$18K | – | 2228 |
|
|
2022
Q1 | $18K | Buy |
+434
| New | +$18K | ﹤0.01% | 2123 |
|
|
2017
Q3 | – | Sell |
-574
| Closed | -$11K | – | 2165 |
|
|
2017
Q2 | $11K | Sell |
574
-320
| -36% | -$6.13K | ﹤0.01% | 3517 |
|
|
2017
Q1 | $17K | Sell |
894
-12
| -1% | -$228 | ﹤0.01% | 3182 |
|
|
2016
Q4 | $20K | Buy |
906
+178
| +24% | +$3.93K | ﹤0.01% | 3039 |
|
|
2016
Q3 | $12K | Buy |
728
+716
| +5,967% | +$11.8K | ﹤0.01% | 3326 |
|
|
2016
Q2 | $0 | Buy |
+12
| New | – | ﹤0.01% | 4208 |
|
|
2015
Q4 | – | Sell |
-264
| Closed | -$4K | – | 4276 |
|
|
2015
Q3 | $4K | Buy |
+264
| New | +$4K | ﹤0.01% | 3645 |
|
|
2015
Q2 | – | Sell |
-104
| Closed | -$2K | – | 1384 |
|
|
2015
Q1 | $2K | Sell |
104
-196
| -65% | -$3.77K | ﹤0.01% | 3753 |
|
|
2014
Q4 | $5K | Buy |
300
+196
| +188% | +$3.27K | ﹤0.01% | 3405 |
|
|
2014
Q3 | $2K | Buy |
104
+90
| +643% | +$1.73K | ﹤0.01% | 3547 |
|
|
2014
Q2 | $0 | Buy |
+14
| New | – | ﹤0.01% | 3659 |
|
|
2013
Q3 | – | Sell |
-343
| Closed | -$5K | – | 3223 |
|
|
2013
Q2 | $5K | Buy |
+343
| New | +$5K | ﹤0.01% | 2533 |
|