Creative Planning’s Element Solutions ESI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.02M | Buy |
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|
2025
Q2 | $232K | Sell |
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|
2025
Q1 | $330K | Buy |
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|
2024
Q4 | $296K | Sell |
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|
2024
Q3 | $333K | Sell |
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|
2024
Q2 | $423K | Buy |
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|
2024
Q1 | $314K | Buy |
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|
2023
Q4 | $267K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $12K | Sell |
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|
2017
Q1 | $17K | Sell |
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|
2016
Q4 | $20K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1K | Sell |
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|
2015
Q4 | $53K | Buy |
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|
2015
Q3 | $2K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $5K | Buy |
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