Creative Planning’s Etsy ETSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$677K Buy
13,494
+1,757
+15% +$88.1K ﹤0.01% 2186
2025
Q1
$554K Buy
11,737
+865
+8% +$40.8K ﹤0.01% 2190
2024
Q4
$575K Sell
10,872
-4,597
-30% -$243K ﹤0.01% 2092
2024
Q3
$859K Sell
15,469
-408
-3% -$22.7K ﹤0.01% 1635
2024
Q2
$936K Sell
15,877
-3,630
-19% -$214K ﹤0.01% 1447
2024
Q1
$1.34M Buy
19,507
+8,030
+70% +$552K ﹤0.01% 1149
2023
Q4
$930K Sell
11,477
-193
-2% -$15.6K ﹤0.01% 1269
2023
Q3
$754K Buy
11,670
+1,070
+10% +$69.1K ﹤0.01% 1301
2023
Q2
$897K Buy
10,600
+1,102
+12% +$93.2K ﹤0.01% 1182
2023
Q1
$1.06M Sell
9,498
-1,519
-14% -$169K ﹤0.01% 1049
2022
Q4
$1.32M Buy
11,017
+1,811
+20% +$217K ﹤0.01% 903
2022
Q3
$922K Buy
9,206
+1,080
+13% +$108K ﹤0.01% 992
2022
Q2
$595K Buy
8,126
+1,035
+15% +$75.8K ﹤0.01% 1214
2022
Q1
$881K Buy
7,091
+669
+10% +$83.1K ﹤0.01% 1046
2021
Q4
$1.41M Sell
6,422
-317
-5% -$69.4K ﹤0.01% 806
2021
Q3
$1.4M Sell
6,739
-2,337
-26% -$486K ﹤0.01% 797
2021
Q2
$1.87M Sell
9,076
-6,636
-42% -$1.37M ﹤0.01% 706
2021
Q1
$3.17M Buy
15,712
+2,783
+22% +$561K 0.01% 536
2020
Q4
$2.3M Buy
12,929
+6,634
+105% +$1.18M 0.01% 610
2020
Q3
$766K Buy
6,295
+1,139
+22% +$139K ﹤0.01% 904
2020
Q2
$548K Buy
+5,156
New +$548K ﹤0.01% 976
2020
Q1
Sell
-4,579
Closed -$203K 1791
2019
Q4
$203K Sell
4,579
-1,100
-19% -$48.8K ﹤0.01% 1618
2019
Q3
$321K Sell
5,679
-17,181
-75% -$971K ﹤0.01% 1310
2019
Q2
$1.4M Buy
22,860
+16,525
+261% +$1.01M ﹤0.01% 614
2019
Q1
$426K Buy
6,335
+1,454
+30% +$97.8K ﹤0.01% 1120
2018
Q4
$232K Sell
4,881
-759
-13% -$36.1K ﹤0.01% 1376
2018
Q3
$290K Buy
+5,640
New +$290K ﹤0.01% 1414
2018
Q1
Sell
-30,283
Closed -$619K 1920
2017
Q4
$619K Buy
+30,283
New +$619K ﹤0.01% 944
2017
Q3
Sell
-2,223
Closed -$33K 2384
2017
Q2
$33K Sell
2,223
-9,830
-82% -$146K ﹤0.01% 2804
2017
Q1
$128K Buy
12,053
+5,258
+77% +$55.8K ﹤0.01% 1779
2016
Q4
$80K Buy
6,795
+3,613
+114% +$42.5K ﹤0.01% 2000
2016
Q3
$45K Buy
3,182
+2,250
+241% +$31.8K ﹤0.01% 2418
2016
Q2
$9K Buy
932
+150
+19% +$1.45K ﹤0.01% 3256
2016
Q1
$7K Sell
782
-100
-11% -$895 ﹤0.01% 3355
2015
Q4
$7K Buy
882
+500
+131% +$3.97K ﹤0.01% 3441
2015
Q3
$5K Buy
+382
New +$5K ﹤0.01% 3547