Creative Planning’s CorVel CRVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $967K | Buy |
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|
2025
Q2 | $899K | Sell |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $772K | Buy |
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|
2024
Q3 | $663K | Buy |
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|
2024
Q2 | $434K | Buy |
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|
2024
Q1 | $420K | Buy |
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|
2023
Q4 | $372K | Buy |
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|
2023
Q3 | $288K | Buy |
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|
2023
Q2 | $282K | Sell |
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|
2023
Q1 | $424K | Buy |
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|
2022
Q4 | $293K | Sell |
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|
2022
Q3 | $305K | Buy |
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|
2022
Q2 | $281K | Sell |
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|
2022
Q1 | $333K | Hold |
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|
2021
Q4 | $411K | Hold |
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|
2021
Q3 | $368K | Buy |
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|
2021
Q2 | $256K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $85K | Hold |
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|
2017
Q1 | $78K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $0 | Buy |
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