Creative Planning’s Graham Holdings Company GHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.33M | Sell |
5,042
-235
| -4% | -$259K | ﹤0.01% | 1145 |
|
|
2025
Q4 | $5.8M | Buy |
5,277
+688
| +15% | +$735K | ﹤0.01% | 903 |
|
|
2025
Q3 | $5.4M | Buy |
4,589
+741
| +19% | +$766K | ﹤0.01% | 819 |
|
|
2025
Q2 | $3.64M | Buy |
3,848
+267
| +7% | +$252K | ﹤0.01% | 925 |
|
|
2025
Q1 | $3.44M | Buy |
3,581
+91
| +3% | +$84.7K | ﹤0.01% | 870 |
|
|
2024
Q4 | $3.04M | Buy |
3,490
+65
| +2% | +$56.9K | ﹤0.01% | 890 |
|
|
2024
Q3 | $2.81M | Buy |
3,425
+138
| +4% | +$105K | ﹤0.01% | 895 |
|
|
2024
Q2 | $2.3M | Buy |
3,287
+184
| +6% | +$134K | ﹤0.01% | 930 |
|
|
2024
Q1 | $2.38M | Buy |
3,103
+372
| +14% | +$266K | ﹤0.01% | 899 |
|
|
2023
Q4 | $1.9M | Buy |
2,731
+180
| +7% | +$112K | ﹤0.01% | 936 |
|
|
2023
Q3 | $1.49M | Buy |
2,551
+63
| +3% | +$36.5K | ﹤0.01% | 985 |
|
|
2023
Q2 | $1.42M | Sell |
2,488
-7
| -0.3% | -$4.06K | ﹤0.01% | 964 |
|
|
2023
Q1 | $1.49M | Buy |
2,495
+48
| +2% | +$29.8K | ﹤0.01% | 898 |
|
|
2022
Q4 | $1.48M | Buy |
2,447
+2
| +0.1% | +$1.22K | ﹤0.01% | 852 |
|
|
2022
Q3 | $1.31M | Sell |
2,445
-5
| -0.2% | -$2.86K | ﹤0.01% | 845 |
|
|
2022
Q2 | $1.39M | Buy |
2,450
+8
| +0.3% | +$4.76K | ﹤0.01% | 841 |
|
|
2022
Q1 | $1.49M | Hold |
2,442
| – | – | ﹤0.01% | 818 |
|
|
2021
Q4 | $1.54M | Sell |
2,442
-13
| -0.5% | -$7.66K | ﹤0.01% | 779 |
|
|
2021
Q3 | $1.45M | Sell |
2,455
-942
| -28% | -$587K | ﹤0.01% | 786 |
|
|
2021
Q2 | $2.15M | Buy |
+3,397
| New | +$2.19M | ﹤0.01% | 652 |
|
|
2017
Q3 | – | Sell |
-21
| Closed | -$13K | – | 2597 |
|
|
2017
Q2 | $13K | Hold |
21
| – | – | ﹤0.01% | 3459 |
|
|
2017
Q1 | $13K | Hold |
21
| – | – | ﹤0.01% | 3421 |
|
|
2016
Q4 | $11K | Buy |
21
+9
| +75% | +$4.38K | ﹤0.01% | 3481 |
|
|
2016
Q3 | $6K | Sell |
12
-25
| -68% | -$12.5K | ﹤0.01% | 3801 |
|
|
2016
Q2 | $18K | Buy |
37
+25
| +208% | +$12.2K | ﹤0.01% | 2868 |
|
|
2016
Q1 | $6K | Sell |
12
-20
| -63% | -$9.53K | ﹤0.01% | 3490 |
|
|
2015
Q4 | $16K | Sell |
32
-34
| -52% | -$18.5K | ﹤0.01% | 2984 |
|
|
2015
Q3 | $38K | Buy |
+66
| New | +$43.6K | ﹤0.01% | 2246 |
|
|
2015
Q2 | – | Sell |
-63
| Closed | -$40K | – | 1825 |
|
|
2015
Q1 | $40K | Buy |
63
+25
| +66% | +$14.8K | ﹤0.01% | 2177 |
|
|
2014
Q4 | $20K | Buy |
38
+16
| +73% | +$7.88K | ﹤0.01% | 2654 |
|
|
2014
Q3 | $9K | Hold |
22
| – | – | ﹤0.01% | 2996 |
|
|
2014
Q2 | $9K | Sell |
22
-36
| -62% | -$15K | ﹤0.01% | 2927 |
|
|
2014
Q1 | $25K | Hold |
58
| – | – | ﹤0.01% | 2244 |
|
|
2013
Q4 | $23K | Hold |
58
| – | – | ﹤0.01% | 2103 |
|
|
2013
Q3 | $21K | Hold |
58
| – | – | ﹤0.01% | 2069 |
|
|
2013
Q2 | $17K | Buy |
+58
| New | +$16.1K | ﹤0.01% | 2021 |
|
Other funds holding GHC
MAP
VPM
WCM
VCM
