Creative Planning’s Americold COLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $974K | Buy |
58,573
+12,004
| +26% | +$200K | ﹤0.01% | 1861 |
|
|
2025
Q1 | $999K | Buy |
46,569
+670
| +1% | +$14.4K | ﹤0.01% | 1713 |
|
|
2024
Q4 | $1.33M | Buy |
45,899
+27,778
| +153% | +$806K | ﹤0.01% | 1424 |
|
|
2024
Q3 | $526K | Buy |
18,121
+39
| +0.2% | +$1.13K | ﹤0.01% | 2064 |
|
|
2024
Q2 | $462K | Buy |
+18,082
| New | +$462K | ﹤0.01% | 1996 |
|
|
2024
Q1 | – | Sell |
-13,457
| Closed | -$407K | – | 2872 |
|
|
2023
Q4 | $407K | Buy |
13,457
+6,799
| +102% | +$206K | ﹤0.01% | 1846 |
|
|
2023
Q3 | $202K | Buy |
+6,658
| New | +$202K | ﹤0.01% | 2227 |
|