Creative Planning’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2M | Buy |
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|
2025
Q2 | $1.68M | Buy |
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|
2025
Q1 | $1.66M | Sell |
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|
2024
Q4 | $1.81M | Buy |
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|
2024
Q3 | $1.66M | Sell |
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|
2024
Q2 | $1.58M | Sell |
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|
2024
Q1 | $2.03M | Buy |
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|
2023
Q4 | $1.98M | Buy |
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|
2023
Q3 | $1.74M | Buy |
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|
2023
Q2 | $1.37M | Buy |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $922K | Buy |
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|
2022
Q3 | $870K | Buy |
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|
2022
Q2 | $709K | Buy |
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|
2022
Q1 | $580K | Buy |
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|
2021
Q4 | $603K | Buy |
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|
2021
Q3 | $481K | Buy |
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|
2021
Q2 | $361K | Sell |
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|
2021
Q1 | $581K | Buy |
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|
2020
Q4 | $593K | Buy |
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|
2020
Q3 | $584K | Buy |
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|
2020
Q2 | $567K | Sell |
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|
2020
Q1 | $479K | Sell |
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|
2019
Q4 | $513K | Sell |
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|
2019
Q3 | $535K | Buy |
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|
2019
Q2 | $510K | Sell |
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|
2019
Q1 | $464K | Sell |
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|
2018
Q4 | $397K | Buy |
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|
2018
Q3 | $414K | Buy |
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|
2018
Q2 | $353K | Buy |
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|
2018
Q1 | $350K | Buy |
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|
2017
Q4 | $289K | Buy |
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|
2017
Q3 | $253K | Sell |
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|
2017
Q2 | $289K | Sell |
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|
2017
Q1 | $310K | Buy |
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|
2016
Q4 | $291K | Buy |
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|
2016
Q3 | $271K | Buy |
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|
2016
Q2 | $268K | Buy |
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|
2016
Q1 | $250K | Sell |
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|
2015
Q4 | $308K | Buy |
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|
2015
Q3 | $266K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $278K | Sell |
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|
2014
Q4 | $355K | Buy |
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|
2014
Q3 | $170K | Buy |
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|
2014
Q2 | $166K | Buy |
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|
2014
Q1 | $138K | Buy |
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|
2013
Q4 | $107K | Sell |
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|
2013
Q3 | $113K | Buy |
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|
2013
Q2 | $100K | Buy |
|