Creative Planning’s FormFactor FORM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.09M | Sell |
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|
2025
Q2 | $1.1M | Buy |
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|
2025
Q1 | $572K | Buy |
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|
2024
Q4 | $551K | Sell |
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|
2024
Q3 | $685K | Buy |
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|
2024
Q2 | $617K | Buy |
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|
2024
Q1 | $296K | Buy |
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|
2023
Q4 | $224K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $542 | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $47K | Hold |
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|
2017
Q1 | $45K | Buy |
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|
2016
Q4 | $37K | Sell |
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|
2016
Q3 | $48K | Hold |
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|
2016
Q2 | $39K | Buy |
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|
2016
Q1 | $24K | Hold |
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|
2015
Q4 | $30K | Hold |
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|
2015
Q3 | $22K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $29K | Sell |
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|
2014
Q4 | $31K | Buy |
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|
2014
Q3 | $24K | Sell |
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|
2014
Q2 | $29K | Buy |
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|
2014
Q1 | $21K | Hold |
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|
2013
Q4 | $20K | Hold |
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|
2013
Q3 | $23K | Hold |
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|
2013
Q2 | $22K | Buy |
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