Creative Planning’s Cogent Biosciences COGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Buy |
53,675
+43,181
| +411% | +$310K | ﹤0.01% | 2681 |
|
|
2025
Q1 | $62.9K | Buy |
+10,494
| New | +$62.9K | ﹤0.01% | 3297 |
|
|
2024
Q4 | – | Sell |
-14,324
| Closed | -$155K | – | 3580 |
|
|
2024
Q3 | $155K | Buy |
14,324
+3,272
| +30% | +$35.3K | ﹤0.01% | 2921 |
|
|
2024
Q2 | $93.2K | Buy |
+11,052
| New | +$93.2K | ﹤0.01% | 2836 |
|