Creative Planning’s Charles River Laboratories CRL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.35M | Buy |
8,894
+586
| +7% | +$88.9K | ﹤0.01% | 1614 |
|
2025
Q1 | $1.25M | Buy |
8,308
+4,096
| +97% | +$617K | ﹤0.01% | 1530 |
|
2024
Q4 | $778K | Sell |
4,212
-460
| -10% | -$84.9K | ﹤0.01% | 1852 |
|
2024
Q3 | $920K | Buy |
4,672
+180
| +4% | +$35.5K | ﹤0.01% | 1582 |
|
2024
Q2 | $928K | Sell |
4,492
-38
| -0.8% | -$7.85K | ﹤0.01% | 1454 |
|
2024
Q1 | $1.23M | Buy |
4,530
+309
| +7% | +$83.7K | ﹤0.01% | 1203 |
|
2023
Q4 | $998K | Sell |
4,221
-473
| -10% | -$112K | ﹤0.01% | 1230 |
|
2023
Q3 | $920K | Buy |
4,694
+1,387
| +42% | +$272K | ﹤0.01% | 1197 |
|
2023
Q2 | $695K | Buy |
3,307
+75
| +2% | +$15.8K | ﹤0.01% | 1340 |
|
2023
Q1 | $652K | Sell |
3,232
-409
| -11% | -$82.5K | ﹤0.01% | 1312 |
|
2022
Q4 | $793K | Buy |
3,641
+40
| +1% | +$8.72K | ﹤0.01% | 1148 |
|
2022
Q3 | $709K | Buy |
3,601
+587
| +19% | +$116K | ﹤0.01% | 1123 |
|
2022
Q2 | $645K | Buy |
3,014
+121
| +4% | +$25.9K | ﹤0.01% | 1170 |
|
2022
Q1 | $821K | Buy |
2,893
+522
| +22% | +$148K | ﹤0.01% | 1080 |
|
2021
Q4 | $893K | Buy |
2,371
+137
| +6% | +$51.6K | ﹤0.01% | 1001 |
|
2021
Q3 | $922K | Buy |
2,234
+30
| +1% | +$12.4K | ﹤0.01% | 984 |
|
2021
Q2 | $815K | Sell |
2,204
-312
| -12% | -$115K | ﹤0.01% | 1019 |
|
2021
Q1 | $729K | Buy |
2,516
+171
| +7% | +$49.5K | ﹤0.01% | 1191 |
|
2020
Q4 | $586K | Sell |
2,345
-67
| -3% | -$16.7K | ﹤0.01% | 1207 |
|
2020
Q3 | $546K | Buy |
2,412
+108
| +5% | +$24.4K | ﹤0.01% | 1078 |
|
2020
Q2 | $402K | Hold |
2,304
| – | – | ﹤0.01% | 1136 |
|
2020
Q1 | $291K | Buy |
2,304
+6
| +0.3% | +$758 | ﹤0.01% | 1180 |
|
2019
Q4 | $351K | Sell |
2,298
-43
| -2% | -$6.57K | ﹤0.01% | 1301 |
|
2019
Q3 | $310K | Sell |
2,341
-19
| -0.8% | -$2.52K | ﹤0.01% | 1335 |
|
2019
Q2 | $335K | Buy |
2,360
+26
| +1% | +$3.69K | ﹤0.01% | 1294 |
|
2019
Q1 | $339K | Sell |
2,334
-5
| -0.2% | -$726 | ﹤0.01% | 1252 |
|
2018
Q4 | $265K | Buy |
2,339
+501
| +27% | +$56.8K | ﹤0.01% | 1306 |
|
2018
Q3 | $247K | Sell |
1,838
-180
| -9% | -$24.2K | ﹤0.01% | 1525 |
|
2018
Q2 | $227K | Buy |
2,018
+126
| +7% | +$14.2K | ﹤0.01% | 1539 |
|
2018
Q1 | $202K | Buy |
1,892
+61
| +3% | +$6.51K | ﹤0.01% | 1597 |
|
2017
Q4 | $200K | Sell |
1,831
-216
| -11% | -$23.6K | ﹤0.01% | 1600 |
|
2017
Q3 | $221K | Buy |
2,047
+1,906
| +1,352% | +$206K | ﹤0.01% | 1512 |
|
2017
Q2 | $14K | Sell |
141
-69
| -33% | -$6.85K | ﹤0.01% | 3364 |
|
2017
Q1 | $19K | Buy |
210
+85
| +68% | +$7.69K | ﹤0.01% | 3125 |
|
2016
Q4 | $10K | Buy |
125
+4
| +3% | +$320 | ﹤0.01% | 3486 |
|
2016
Q3 | $10K | Buy |
121
+115
| +1,917% | +$9.5K | ﹤0.01% | 3441 |
|
2016
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 4213 |
|
2016
Q1 | – | Sell |
-15
| Closed | -$1K | – | 4217 |
|
2015
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 4073 |
|
2014
Q4 | – | Sell |
-17
| Closed | -$1K | – | 4022 |
|
2014
Q3 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 3690 |
|