Creative Planning’s Corcept Therapeutics CORT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.48M | Buy |
36,789
+4,335
| +13% | +$162K | ﹤0.01% | 2146 |
|
|
2025
Q4 | $1.13M | Sell |
32,454
-87
| -0.3% | -$6.83K | ﹤0.01% | 2185 |
|
|
2025
Q3 | $2.7M | Buy |
32,541
+713
| +2% | +$51.6K | ﹤0.01% | 1306 |
|
|
2025
Q2 | $2.34M | Buy |
31,828
+10,520
| +49% | +$763K | ﹤0.01% | 1210 |
|
|
2025
Q1 | $2.43M | Buy |
21,308
+5,734
| +37% | +$349K | ﹤0.01% | 1060 |
|
|
2024
Q4 | $785K | Buy |
15,574
+3,107
| +25% | +$163K | ﹤0.01% | 1850 |
|
|
2024
Q3 | $577K | Buy |
12,467
+841
| +7% | +$29.9K | ﹤0.01% | 1972 |
|
|
2024
Q2 | $378K | Buy |
11,626
+1,794
| +18% | +$49.1K | ﹤0.01% | 2178 |
|
|
2024
Q1 | $248K | Buy |
9,832
+2,792
| +40% | +$66K | ﹤0.01% | 2409 |
|
|
2023
Q4 | $229K | Buy |
+7,040
| New | +$193K | ﹤0.01% | 2306 |
|
|
2023
Q2 | – | Sell |
-9,290
| Closed | -$201K | – | 2683 |
|
|
2023
Q1 | $201K | Buy |
+9,290
| New | +$204K | ﹤0.01% | 2121 |
|
|
2020
Q1 | – | Sell |
-17,130
| Closed | -$207K | – | 1903 |
|
|
2019
Q4 | $207K | Buy |
+17,130
| New | +$238K | ﹤0.01% | 1617 |
|
|
2019
Q1 | – | Sell |
-13,360
| Closed | -$178K | – | 2006 |
|
|
2018
Q4 | $178K | Sell |
13,360
-24,886
| -65% | -$329K | ﹤0.01% | 1527 |
|
|
2018
Q3 | $536K | Buy |
38,246
+7,586
| +25% | +$106K | ﹤0.01% | 1039 |
|
|
2018
Q2 | $482K | Sell |
30,660
-822
| -3% | -$14.3K | ﹤0.01% | 1093 |
|
|
2018
Q1 | $518K | Buy |
31,482
+4,321
| +16% | +$80.1K | ﹤0.01% | 1064 |
|
|
2017
Q4 | $491K | Buy |
27,161
+12,049
| +80% | +$218K | ﹤0.01% | 1075 |
|
|
2017
Q3 | $292K | Buy |
15,112
+14,200
| +1,557% | +$212K | ﹤0.01% | 1341 |
|
|
2017
Q2 | $11K | Hold |
912
| – | – | ﹤0.01% | 3561 |
|
|
2017
Q1 | $10K | Sell |
912
-200
| -18% | -$1.76K | ﹤0.01% | 3582 |
|
|
2016
Q4 | $8K | Buy |
1,112
+26
| +2% | +$204 | ﹤0.01% | 3672 |
|
|
2016
Q3 | $7K | Buy |
1,086
+174
| +19% | +$1.01K | ﹤0.01% | 3708 |
|
|
2016
Q2 | $5K | Hold |
912
| – | – | ﹤0.01% | 3619 |
|
|
2016
Q1 | $4K | Hold |
912
| – | – | ﹤0.01% | 3682 |
|
|
2015
Q4 | $5K | Hold |
912
| – | – | ﹤0.01% | 3654 |
|
|
2015
Q3 | $3K | Buy |
+912
| New | +$4.63K | ﹤0.01% | 3811 |
|
|
2015
Q2 | – | Sell |
-912
| Closed | -$5K | – | 1459 |
|
|
2015
Q1 | $5K | Hold |
912
| – | – | ﹤0.01% | 3513 |
|
|
2014
Q4 | $3K | Buy |
+912
| New | +$2.78K | ﹤0.01% | 3687 |
|
Other funds holding CORT
ISL
VPM
VCM
PA