Creative Planning’s Descartes Systems DSGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Sell |
19,649
-777
| -4% | -$79K | ﹤0.01% | 1309 |
|
|
2025
Q1 | $2.06M | Sell |
20,426
-1,839
| -8% | -$185K | ﹤0.01% | 1151 |
|
|
2024
Q4 | $2.53M | Buy |
22,265
+5,229
| +31% | +$594K | ﹤0.01% | 989 |
|
|
2024
Q3 | $1.75M | Buy |
17,036
+4,274
| +33% | +$440K | ﹤0.01% | 1147 |
|
|
2024
Q2 | $1.24M | Buy |
12,762
+5,275
| +70% | +$511K | ﹤0.01% | 1261 |
|
|
2024
Q1 | $685K | Buy |
7,487
+4,001
| +115% | +$366K | ﹤0.01% | 1617 |
|
|
2023
Q4 | $293K | Buy |
+3,486
| New | +$293K | ﹤0.01% | 2095 |
|