Creative Planning’s Globus Medical GMED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Sell |
7,685
-1,752
| -19% | -$103K | ﹤0.01% | 2545 |
|
|
2025
Q1 | $691K | Buy |
9,437
+1,934
| +26% | +$142K | ﹤0.01% | 2010 |
|
|
2024
Q4 | $621K | Buy |
7,503
+1,032
| +16% | +$85.4K | ﹤0.01% | 2027 |
|
|
2024
Q3 | $463K | Buy |
6,471
+314
| +5% | +$22.5K | ﹤0.01% | 2178 |
|
|
2024
Q2 | $422K | Buy |
6,157
+886
| +17% | +$60.7K | ﹤0.01% | 2069 |
|
|
2024
Q1 | $283K | Buy |
5,271
+235
| +5% | +$12.6K | ﹤0.01% | 2293 |
|
|
2023
Q4 | $268K | Sell |
5,036
-1,261
| -20% | -$67.2K | ﹤0.01% | 2160 |
|
|
2023
Q3 | $313K | Buy |
+6,297
| New | +$313K | ﹤0.01% | 1902 |
|
|
2023
Q1 | – | Sell |
-2,694
| Closed | -$200K | – | 2583 |
|
|
2022
Q4 | $200K | Buy |
+2,694
| New | +$200K | ﹤0.01% | 2014 |
|
|
2021
Q2 | – | Sell |
-3,519
| Closed | -$217K | – | 2126 |
|
|
2021
Q1 | $217K | Buy |
3,519
+154
| +5% | +$9.5K | ﹤0.01% | 2002 |
|
|
2020
Q4 | $219K | Buy |
+3,365
| New | +$219K | ﹤0.01% | 1797 |
|
|
2017
Q3 | – | Sell |
-610
| Closed | -$20K | – | 2559 |
|
|
2017
Q2 | $20K | Buy |
610
+30
| +5% | +$984 | ﹤0.01% | 3143 |
|
|
2017
Q1 | $17K | Buy |
580
+161
| +38% | +$4.72K | ﹤0.01% | 3192 |
|
|
2016
Q4 | $10K | Buy |
419
+99
| +31% | +$2.36K | ﹤0.01% | 3496 |
|
|
2016
Q3 | $7K | Hold |
320
| – | – | ﹤0.01% | 3648 |
|
|
2016
Q2 | $8K | Buy |
320
+120
| +60% | +$3K | ﹤0.01% | 3326 |
|
|
2016
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 3528 |
|
|
2015
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 3526 |
|
|
2015
Q3 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 3653 |
|
|
2015
Q2 | – | Sell |
-200
| Closed | -$5K | – | 1763 |
|
|
2015
Q1 | $5K | Sell |
200
-424
| -68% | -$10.6K | ﹤0.01% | 3463 |
|
|
2014
Q4 | $15K | Buy |
624
+170
| +37% | +$4.09K | ﹤0.01% | 2819 |
|
|
2014
Q3 | $9K | Sell |
454
-2,356
| -84% | -$46.7K | ﹤0.01% | 2951 |
|
|
2014
Q2 | $67K | Buy |
+2,810
| New | +$67K | ﹤0.01% | 1660 |
|
|
2013
Q4 | – | Sell |
-190
| Closed | -$3K | – | 3370 |
|
|
2013
Q3 | $3K | Sell |
190
-8,710
| -98% | -$138K | ﹤0.01% | 2881 |
|
|
2013
Q2 | $0 | Buy |
+8,900
| New | – | ﹤0.01% | 3086 |
|