Creative Planning’s Amicus Therapeutics FOLD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.24M | Buy |
216,279
+180,652
| +507% | +$1.04M | ﹤0.01% | 1673 |
|
2025
Q1 | $291K | Sell |
35,627
-49,883
| -58% | -$407K | ﹤0.01% | 2775 |
|
2024
Q4 | $806K | Buy |
85,510
+32,655
| +62% | +$308K | ﹤0.01% | 1821 |
|
2024
Q3 | $564K | Buy |
52,855
+23,433
| +80% | +$250K | ﹤0.01% | 1987 |
|
2024
Q2 | $292K | Sell |
29,422
-4,502
| -13% | -$44.7K | ﹤0.01% | 2362 |
|
2024
Q1 | $400K | Buy |
33,924
+9,022
| +36% | +$106K | ﹤0.01% | 2018 |
|
2023
Q4 | $353K | Buy |
24,902
+7,952
| +47% | +$113K | ﹤0.01% | 1973 |
|
2023
Q3 | $206K | Buy |
16,950
+2,937
| +21% | +$35.7K | ﹤0.01% | 2214 |
|
2023
Q2 | $176K | Buy |
+14,013
| New | +$176K | ﹤0.01% | 2234 |
|
2017
Q4 | – | Sell |
-10,343
| Closed | -$156K | – | 1913 |
|
2017
Q3 | $156K | Buy |
10,343
+70
| +0.7% | +$1.06K | ﹤0.01% | 1643 |
|
2017
Q2 | $103K | Sell |
10,273
-6,127
| -37% | -$61.4K | ﹤0.01% | 1960 |
|
2017
Q1 | $117K | Buy |
16,400
+5,900
| +56% | +$42.1K | ﹤0.01% | 1837 |
|
2016
Q4 | $52K | Buy |
10,500
+400
| +4% | +$1.98K | ﹤0.01% | 2340 |
|
2016
Q3 | $75K | Hold |
10,100
| – | – | ﹤0.01% | 2037 |
|
2016
Q2 | $55K | Sell |
10,100
-10,000
| -50% | -$54.5K | ﹤0.01% | 2066 |
|
2016
Q1 | $170K | Buy |
20,100
+10,000
| +99% | +$84.6K | ﹤0.01% | 1291 |
|
2015
Q4 | $98K | Buy |
+10,100
| New | +$98K | ﹤0.01% | 1625 |
|
2015
Q1 | – | Sell |
-1,200
| Closed | -$10K | – | 4117 |
|
2014
Q4 | $10K | Sell |
1,200
-300
| -20% | -$2.5K | ﹤0.01% | 3072 |
|
2014
Q3 | $9K | Buy |
+1,500
| New | +$9K | ﹤0.01% | 2949 |
|