Creative Planning’s Commercial Metals CMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.39M | Buy |
136,565
+14,214
| +12% | +$1.03M | 0.01% | 815 |
|
|
2025
Q4 | $8.47M | Buy |
122,351
+49,216
| +67% | +$3.08M | 0.01% | 689 |
|
|
2025
Q3 | $4.19M | Buy |
73,135
+18,834
| +35% | +$1.04M | ﹤0.01% | 984 |
|
|
2025
Q2 | $2.66M | Buy |
54,301
+18,677
| +52% | +$865K | ﹤0.01% | 1111 |
|
|
2025
Q1 | $1.64M | Buy |
35,624
+5,601
| +19% | +$272K | ﹤0.01% | 1341 |
|
|
2024
Q4 | $1.49M | Buy |
30,023
+3,020
| +11% | +$170K | ﹤0.01% | 1335 |
|
|
2024
Q3 | $1.48M | Buy |
27,003
+4,100
| +18% | +$222K | ﹤0.01% | 1250 |
|
|
2024
Q2 | $1.26M | Buy |
22,903
+3,902
| +21% | +$215K | ﹤0.01% | 1259 |
|
|
2024
Q1 | $1.12M | Buy |
19,001
+8,998
| +90% | +$477K | ﹤0.01% | 1267 |
|
|
2023
Q4 | $501K | Sell |
10,003
-222
| -2% | -$10.1K | ﹤0.01% | 1711 |
|
|
2023
Q3 | $505K | Buy |
10,225
+1,511
| +17% | +$82.2K | ﹤0.01% | 1566 |
|
|
2023
Q2 | $459K | Buy |
8,714
+3,534
| +68% | +$165K | ﹤0.01% | 1606 |
|
|
2023
Q1 | $253K | Sell |
5,180
-608
| -11% | -$31.5K | ﹤0.01% | 1945 |
|
|
2022
Q4 | $280K | Buy |
+5,788
| New | +$265K | ﹤0.01% | 1767 |
|
|
2022
Q2 | – | Sell |
-434
| Closed | -$18K | – | 2324 |
|
|
2022
Q1 | $18K | Buy |
+434
| New | +$16.3K | ﹤0.01% | 2147 |
|
|
2017
Q3 | – | Sell |
-574
| Closed | -$11K | – | 2211 |
|
|
2017
Q2 | $11K | Sell |
574
-320
| -36% | -$5.93K | ﹤0.01% | 3559 |
|
|
2017
Q1 | $17K | Sell |
894
-12
| -1% | -$246 | ﹤0.01% | 3215 |
|
|
2016
Q4 | $20K | Buy |
906
+178
| +24% | +$3.49K | ﹤0.01% | 3076 |
|
|
2016
Q3 | $12K | Buy |
728
+716
| +5,967% | +$11.6K | ﹤0.01% | 3378 |
|
|
2016
Q2 | $0 | Buy |
+12
| New | +$206 | ﹤0.01% | 4365 |
|
|
2015
Q4 | – | Sell |
-264
| Closed | -$4K | – | 4422 |
|
|
2015
Q3 | $4K | Buy |
+264
| New | +$4.03K | ﹤0.01% | 3698 |
|
|
2015
Q2 | – | Sell |
-104
| Closed | -$2K | – | 1437 |
|
|
2015
Q1 | $2K | Sell |
104
-196
| -65% | -$2.86K | ﹤0.01% | 3852 |
|
|
2014
Q4 | $5K | Buy |
300
+196
| +188% | +$3.17K | ﹤0.01% | 3474 |
|
|
2014
Q3 | $2K | Buy |
104
+90
| +643% | +$1.58K | ﹤0.01% | 3639 |
|
|
2014
Q2 | $0 | Buy |
+14
| New | +$260 | ﹤0.01% | 3793 |
|
|
2013
Q3 | – | Sell |
-343
| Closed | -$5K | – | 3223 |
|
|
2013
Q2 | $5K | Buy |
+343
| New | +$5.05K | ﹤0.01% | 2533 |
|
Other funds holding CMC
VPM
VCM
