Creative Planning’s Carter's CRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.7M | Buy |
47,606
+10,858
| +30% | +$395K | ﹤0.01% | 2030 |
|
|
2025
Q4 | $1.19M | Buy |
36,748
+3,448
| +10% | +$108K | ﹤0.01% | 2151 |
|
|
2025
Q3 | $940K | Buy |
33,300
+15,775
| +90% | +$453K | ﹤0.01% | 2167 |
|
|
2025
Q2 | $528K | Buy |
17,525
+7,635
| +77% | +$259K | ﹤0.01% | 2430 |
|
|
2025
Q1 | $405K | Buy |
9,890
+1,615
| +20% | +$77.7K | ﹤0.01% | 2490 |
|
|
2024
Q4 | $448K | Buy |
8,275
+1,427
| +21% | +$81.7K | ﹤0.01% | 2325 |
|
|
2024
Q3 | $445K | Buy |
6,848
+2,104
| +44% | +$135K | ﹤0.01% | 2206 |
|
|
2024
Q2 | $294K | Buy |
+4,744
| New | +$329K | ﹤0.01% | 2363 |
|
|
2017
Q3 | – | Sell |
-145
| Closed | -$13K | – | 2249 |
|
|
2017
Q2 | $13K | Sell |
145
-31
| -18% | -$2.73K | ﹤0.01% | 3448 |
|
|
2017
Q1 | $16K | Buy |
176
+26
| +17% | +$2.24K | ﹤0.01% | 3267 |
|
|
2016
Q4 | $13K | Sell |
150
-31
| -17% | -$2.77K | ﹤0.01% | 3353 |
|
|
2016
Q3 | $16K | Buy |
181
+139
| +331% | +$14K | ﹤0.01% | 3199 |
|
|
2016
Q2 | $4K | Sell |
42
-113
| -73% | -$11.7K | ﹤0.01% | 3737 |
|
|
2016
Q1 | $16K | Buy |
155
+26
| +20% | +$2.49K | ﹤0.01% | 2905 |
|
|
2015
Q4 | $11K | Buy |
129
+73
| +130% | +$6.51K | ﹤0.01% | 3236 |
|
|
2015
Q3 | $5K | Buy |
+56
| New | +$5.61K | ﹤0.01% | 3586 |
|
|
2015
Q2 | – | Sell |
-246
| Closed | -$23K | – | 1474 |
|
|
2015
Q1 | $23K | Buy |
246
+200
| +435% | +$17.3K | ﹤0.01% | 2611 |
|
|
2014
Q4 | $4K | Hold |
46
| – | – | ﹤0.01% | 3581 |
|
|
2014
Q3 | $4K | Hold |
46
| – | – | ﹤0.01% | 3380 |
|
|
2014
Q2 | $3K | Sell |
46
-75
| -62% | -$5.45K | ﹤0.01% | 3391 |
|
|
2014
Q1 | $9K | Buy |
121
+75
| +163% | +$5.39K | ﹤0.01% | 2795 |
|
|
2013
Q4 | $3K | Hold |
46
| – | – | ﹤0.01% | 2984 |
|
|
2013
Q3 | $3K | Hold |
46
| – | – | ﹤0.01% | 2871 |
|
|
2013
Q2 | $3K | Buy |
+46
| New | +$3.08K | ﹤0.01% | 2703 |
|
Other funds holding CRI
VPM
RI
VCM
