Creative Planning’s Cedar Fair FUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Sell |
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|
2025
Q1 | $304K | Buy |
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|
2024
Q4 | $355K | Sell |
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|
2024
Q3 | $359K | Buy |
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|
2024
Q2 | $359K | Sell |
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|
2024
Q1 | $330K | Sell |
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|
2023
Q4 | $329K | Sell |
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|
2023
Q3 | $335K | Hold |
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|
2023
Q2 | $362K | Sell |
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|
2023
Q1 | $415K | Buy |
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|
2022
Q4 | $374K | Sell |
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|
2022
Q3 | $394K | Buy |
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|
2022
Q2 | $343K | Sell |
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|
2022
Q1 | $593K | Sell |
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|
2021
Q4 | $587K | Buy |
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|
2021
Q3 | $456K | Buy |
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|
2021
Q2 | $409K | Sell |
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|
2021
Q1 | $485K | Sell |
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|
2020
Q4 | $404K | Buy |
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|
2020
Q3 | $251K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $312K | Sell |
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|
2019
Q3 | $385K | Buy |
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|
2019
Q2 | $311K | Buy |
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|
2019
Q1 | $314K | Sell |
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|
2018
Q4 | $325K | Buy |
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|
2018
Q3 | $293K | Buy |
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|
2018
Q2 | $341K | Sell |
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|
2018
Q1 | $440K | Sell |
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|
2017
Q4 | $935K | Buy |
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|
2017
Q3 | $884K | Sell |
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|
2017
Q2 | $1.01M | Sell |
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|
2017
Q1 | $1.02M | Buy |
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|
2016
Q4 | $937K | Buy |
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|
2016
Q3 | $475K | Buy |
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|
2016
Q2 | $340K | Sell |
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|
2016
Q1 | $351K | Sell |
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|
2015
Q4 | $837K | Buy |
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|
2015
Q3 | $541K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $473K | Sell |
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|
2014
Q4 | $488K | Sell |
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|
2014
Q3 | $536K | Sell |
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|
2014
Q2 | $686K | Buy |
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|
2014
Q1 | $587K | Buy |
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|
2013
Q4 | $543K | Buy |
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|
2013
Q3 | $411K | Buy |
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|
2013
Q2 | $377K | Buy |
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