Creative Planning’s CRISPR Therapeutics CRSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$770K Buy
15,841
+2,263
+17% +$110K ﹤0.01% 2069
2025
Q1
$462K Buy
13,578
+461
+4% +$15.7K ﹤0.01% 2350
2024
Q4
$516K Sell
13,117
-554
-4% -$21.8K ﹤0.01% 2185
2024
Q3
$642K Sell
13,671
-1,079
-7% -$50.7K ﹤0.01% 1890
2024
Q2
$797K Buy
14,750
+456
+3% +$24.6K ﹤0.01% 1582
2024
Q1
$974K Buy
14,294
+484
+4% +$33K ﹤0.01% 1350
2023
Q4
$865K Sell
13,810
-1,140
-8% -$71.4K ﹤0.01% 1312
2023
Q3
$679K Buy
14,950
+5,702
+62% +$259K ﹤0.01% 1358
2023
Q2
$519K Sell
9,248
-147
-2% -$8.25K ﹤0.01% 1521
2023
Q1
$425K Sell
9,395
-2,400
-20% -$109K ﹤0.01% 1567
2022
Q4
$479K Sell
11,795
-182
-2% -$7.4K ﹤0.01% 1447
2022
Q3
$783K Buy
11,977
+792
+7% +$51.8K ﹤0.01% 1064
2022
Q2
$680K Buy
11,185
+904
+9% +$55K ﹤0.01% 1141
2022
Q1
$645K Buy
10,281
+491
+5% +$30.8K ﹤0.01% 1200
2021
Q4
$742K Sell
9,790
-2,380
-20% -$180K ﹤0.01% 1094
2021
Q3
$1.36M Buy
12,170
+2,742
+29% +$307K ﹤0.01% 815
2021
Q2
$1.53M Sell
9,428
-3,924
-29% -$635K ﹤0.01% 774
2021
Q1
$1.63M Buy
13,352
+1,502
+13% +$183K ﹤0.01% 802
2020
Q4
$1.81M Buy
11,850
+1,391
+13% +$213K ﹤0.01% 705
2020
Q3
$875K Buy
10,459
+6,240
+148% +$522K ﹤0.01% 850
2020
Q2
$310K Sell
4,219
-8,317
-66% -$611K ﹤0.01% 1264
2020
Q1
$532K Sell
12,536
-3,068
-20% -$130K ﹤0.01% 903
2019
Q4
$950K Buy
15,604
+1,228
+9% +$74.8K ﹤0.01% 803
2019
Q3
$589K Sell
14,376
-559
-4% -$22.9K ﹤0.01% 971
2019
Q2
$703K Sell
14,935
-551
-4% -$25.9K ﹤0.01% 902
2019
Q1
$553K Buy
15,486
+695
+5% +$24.8K ﹤0.01% 974
2018
Q4
$423K Buy
14,791
+827
+6% +$23.7K ﹤0.01% 1038
2018
Q3
$619K Buy
+13,964
New +$619K ﹤0.01% 961
2018
Q1
Sell
-10,370
Closed -$243K 1915
2017
Q4
$243K Buy
+10,370
New +$243K ﹤0.01% 1470