Creative Planning’s FormFactor FORM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
31,939
+11,732
| +58% | +$404K | ﹤0.01% | 1769 |
|
|
2025
Q1 | $572K | Buy |
20,207
+7,694
| +61% | +$218K | ﹤0.01% | 2164 |
|
|
2024
Q4 | $551K | Sell |
12,513
-2,371
| -16% | -$104K | ﹤0.01% | 2128 |
|
|
2024
Q3 | $685K | Buy |
14,884
+4,684
| +46% | +$215K | ﹤0.01% | 1836 |
|
|
2024
Q2 | $617K | Buy |
10,200
+3,720
| +57% | +$225K | ﹤0.01% | 1781 |
|
|
2024
Q1 | $296K | Buy |
6,480
+1,102
| +20% | +$50.3K | ﹤0.01% | 2254 |
|
|
2023
Q4 | $224K | Buy |
+5,378
| New | +$224K | ﹤0.01% | 2320 |
|
|
2023
Q2 | – | Sell |
-17
| Closed | -$542 | – | 2592 |
|
|
2023
Q1 | $542 | Buy |
+17
| New | +$542 | ﹤0.01% | 2484 |
|
|
2017
Q3 | – | Sell |
-3,800
| Closed | -$47K | – | 2472 |
|
|
2017
Q2 | $47K | Hold |
3,800
| – | – | ﹤0.01% | 2538 |
|
|
2017
Q1 | $45K | Buy |
3,800
+500
| +15% | +$5.92K | ﹤0.01% | 2531 |
|
|
2016
Q4 | $37K | Sell |
3,300
-1,080
| -25% | -$12.1K | ﹤0.01% | 2605 |
|
|
2016
Q3 | $48K | Hold |
4,380
| – | – | ﹤0.01% | 2377 |
|
|
2016
Q2 | $39K | Buy |
4,380
+1,080
| +33% | +$9.62K | ﹤0.01% | 2299 |
|
|
2016
Q1 | $24K | Hold |
3,300
| – | – | ﹤0.01% | 2607 |
|
|
2015
Q4 | $30K | Hold |
3,300
| – | – | ﹤0.01% | 2498 |
|
|
2015
Q3 | $22K | Buy |
+3,300
| New | +$22K | ﹤0.01% | 2633 |
|
|
2015
Q2 | – | Sell |
-3,300
| Closed | -$29K | – | 1688 |
|
|
2015
Q1 | $29K | Sell |
3,300
-303
| -8% | -$2.66K | ﹤0.01% | 2404 |
|
|
2014
Q4 | $31K | Buy |
3,603
+303
| +9% | +$2.61K | ﹤0.01% | 2300 |
|
|
2014
Q3 | $24K | Sell |
3,300
-200
| -6% | -$1.46K | ﹤0.01% | 2389 |
|
|
2014
Q2 | $29K | Buy |
3,500
+200
| +6% | +$1.66K | ﹤0.01% | 2220 |
|
|
2014
Q1 | $21K | Hold |
3,300
| – | – | ﹤0.01% | 2310 |
|
|
2013
Q4 | $20K | Hold |
3,300
| – | – | ﹤0.01% | 2183 |
|
|
2013
Q3 | $23K | Hold |
3,300
| – | – | ﹤0.01% | 2011 |
|
|
2013
Q2 | $22K | Buy |
+3,300
| New | +$22K | ﹤0.01% | 1865 |
|