Creative Planning’s CEL-SCI Corp CVM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-26,500
| Closed | -$6.11K | – | 3619 |
|
|
2025
Q1 | $6.11K | Hold |
26,500
| – | – | ﹤0.01% | 3413 |
|
|
2024
Q4 | $10.6K | Sell |
26,500
-1,000
| -4% | -$400 | ﹤0.01% | 3366 |
|
|
2024
Q3 | $29.2K | Buy |
27,500
+1,000
| +4% | +$1.06K | ﹤0.01% | 3130 |
|
|
2024
Q2 | $30.7K | Hold |
26,500
| – | – | ﹤0.01% | 2938 |
|
|
2024
Q1 | $50.6K | Hold |
26,500
| – | – | ﹤0.01% | 2766 |
|
|
2023
Q4 | $72.1K | Hold |
26,500
| – | – | ﹤0.01% | 2598 |
|
|
2023
Q3 | $33.1K | Hold |
26,500
| – | – | ﹤0.01% | 2512 |
|
|
2023
Q2 | $63.9K | Sell |
26,500
-325
| -1% | -$783 | ﹤0.01% | 2396 |
|
|
2023
Q1 | $62.2K | Buy |
+26,825
| New | +$62.2K | ﹤0.01% | 2293 |
|
|
2017
Q3 | – | Sell |
-1,404
| Closed | -$3K | – | 2227 |
|
|
2017
Q2 | $3K | Sell |
1,404
-33,696
| -96% | -$72K | ﹤0.01% | 4092 |
|
|
2017
Q1 | $3K | Hold |
35,100
| – | – | ﹤0.01% | 4069 |
|
|
2016
Q4 | $2K | Sell |
35,100
-62,000
| -64% | -$3.53K | ﹤0.01% | 4140 |
|
|
2016
Q3 | $30K | Buy |
97,100
+40,000
| +70% | +$12.4K | ﹤0.01% | 2703 |
|
|
2016
Q2 | $26K | Hold |
57,100
| – | – | ﹤0.01% | 2568 |
|
|
2016
Q1 | $30K | Sell |
57,100
-300
| -0.5% | -$158 | ﹤0.01% | 2437 |
|
|
2015
Q4 | $21K | Buy |
57,400
+32,300
| +129% | +$11.8K | ﹤0.01% | 2767 |
|
|
2015
Q3 | $15K | Buy |
+25,100
| New | +$15K | ﹤0.01% | 2917 |
|
|
2015
Q2 | – | Sell |
-5,125
| Closed | -$5K | – | 1440 |
|
|
2015
Q1 | $5K | Sell |
5,125
-340
| -6% | -$332 | ﹤0.01% | 3452 |
|
|
2014
Q4 | $3K | Buy |
5,465
+340
| +7% | +$187 | ﹤0.01% | 3606 |
|
|
2014
Q3 | $5K | Hold |
5,125
| – | – | ﹤0.01% | 3214 |
|
|
2014
Q2 | $6K | Buy |
5,125
+5,100
| +20,400% | +$5.97K | ﹤0.01% | 3027 |
|
|
2014
Q1 | $0 | Buy |
+25
| New | – | ﹤0.01% | 3532 |
|
|
2013
Q3 | – | Sell |
-2,000
| Closed | – | – | 3228 |
|
|
2013
Q2 | $0 | Buy |
+2,000
| New | – | ﹤0.01% | 3073 |
|