Creative Planning’s Denali Therapeutics DNLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $807K | Buy |
57,678
+27,114
| +89% | +$379K | ﹤0.01% | 2039 |
|
|
2025
Q1 | $416K | Sell |
30,564
-17,386
| -36% | -$236K | ﹤0.01% | 2462 |
|
|
2024
Q4 | $977K | Sell |
47,950
-12,304
| -20% | -$251K | ﹤0.01% | 1652 |
|
|
2024
Q3 | $1.76M | Buy |
60,254
+17,221
| +40% | +$502K | ﹤0.01% | 1146 |
|
|
2024
Q2 | $999K | Buy |
43,033
+3,458
| +9% | +$80.3K | ﹤0.01% | 1397 |
|
|
2024
Q1 | $812K | Buy |
39,575
+14,765
| +60% | +$303K | ﹤0.01% | 1489 |
|
|
2023
Q4 | $532K | Buy |
24,810
+10,394
| +72% | +$223K | ﹤0.01% | 1668 |
|
|
2023
Q3 | $297K | Buy |
14,416
+215
| +2% | +$4.44K | ﹤0.01% | 1949 |
|
|
2023
Q2 | $419K | Buy |
14,201
+3,853
| +37% | +$114K | ﹤0.01% | 1667 |
|
|
2023
Q1 | $238K | Buy |
10,348
+2,879
| +39% | +$66.3K | ﹤0.01% | 1983 |
|
|
2022
Q4 | $208K | Buy |
7,469
+181
| +2% | +$5.03K | ﹤0.01% | 1990 |
|
|
2022
Q3 | $224K | Buy |
7,288
+213
| +3% | +$6.55K | ﹤0.01% | 1822 |
|
|
2022
Q2 | $208K | Buy |
7,075
+295
| +4% | +$8.67K | ﹤0.01% | 1848 |
|
|
2022
Q1 | $218K | Buy |
6,780
+1,572
| +30% | +$50.5K | ﹤0.01% | 1834 |
|
|
2021
Q4 | $232K | Hold |
5,208
| – | – | ﹤0.01% | 1789 |
|
|
2021
Q3 | $263K | Buy |
+5,208
| New | +$263K | ﹤0.01% | 1676 |
|
|
2020
Q4 | – | Sell |
-11,080
| Closed | -$397K | – | 2129 |
|
|
2020
Q3 | $397K | Buy |
+11,080
| New | +$397K | ﹤0.01% | 1238 |
|