Creative Planning’s Commerce.com, Inc. Series 1 Common Stock CMRC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$118K Sell
23,659
-1,538
-6% -$7.69K ﹤0.01% 3375
2025
Q1
$145K Buy
25,197
+4,634
+23% +$26.7K ﹤0.01% 3154
2024
Q4
$126K Sell
20,563
-3,562
-15% -$21.8K ﹤0.01% 3099
2024
Q3
$141K Buy
24,125
+381
+2% +$2.23K ﹤0.01% 2949
2024
Q2
$191K Buy
23,744
+3,269
+16% +$26.3K ﹤0.01% 2673
2024
Q1
$141K Buy
20,475
+2,428
+13% +$16.7K ﹤0.01% 2630
2023
Q4
$176K Buy
18,047
+424
+2% +$4.13K ﹤0.01% 2461
2023
Q3
$174K Buy
17,623
+1,042
+6% +$10.3K ﹤0.01% 2277
2023
Q2
$165K Sell
16,581
-21
-0.1% -$209 ﹤0.01% 2249
2023
Q1
$148K Sell
16,602
-1,589
-9% -$14.2K ﹤0.01% 2181
2022
Q4
$159K Buy
18,191
+22
+0.1% +$192 ﹤0.01% 2060
2022
Q3
$269K Sell
18,169
-1,199
-6% -$17.8K ﹤0.01% 1707
2022
Q2
$314K Sell
19,368
-1,418
-7% -$23K ﹤0.01% 1570
2022
Q1
$455K Sell
20,786
-2,300
-10% -$50.3K ﹤0.01% 1370
2021
Q4
$817K Sell
23,086
-459
-2% -$16.2K ﹤0.01% 1045
2021
Q3
$1.19M Buy
23,545
+300
+1% +$15.2K ﹤0.01% 870
2021
Q2
$1.51M Sell
23,245
-4,494
-16% -$292K ﹤0.01% 776
2021
Q1
$1.6M Buy
27,739
+1,015
+4% +$58.7K ﹤0.01% 807
2020
Q4
$1.71M Buy
+26,724
New +$1.71M ﹤0.01% 724