Creative Planning’s Hudbay HBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $700K | Buy |
33,503
+2,208
| +7% | +$51.6K | ﹤0.01% | 2759 |
|
|
2025
Q4 | $621K | Buy |
31,295
+2,102
| +7% | +$35.5K | ﹤0.01% | 2649 |
|
|
2025
Q3 | $443K | Buy |
29,193
+4,126
| +16% | +$47.3K | ﹤0.01% | 2828 |
|
|
2025
Q2 | $266K | Buy |
25,067
+1,289
| +5% | +$10.7K | ﹤0.01% | 3010 |
|
|
2025
Q1 | $180K | Sell |
23,778
-13,802
| -37% | -$112K | ﹤0.01% | 3111 |
|
|
2024
Q4 | $304K | Buy |
37,580
+8,438
| +29% | +$75.7K | ﹤0.01% | 2655 |
|
|
2024
Q3 | $268K | Buy |
29,142
+7,881
| +37% | +$63.5K | ﹤0.01% | 2613 |
|
|
2024
Q2 | $192K | Sell |
21,261
-8,312
| -28% | -$72.1K | ﹤0.01% | 2685 |
|
|
2024
Q1 | $207K | Buy |
29,573
+3,939
| +15% | +$22.9K | ﹤0.01% | 2541 |
|
|
2023
Q4 | $142K | Sell |
25,634
-4,226
| -14% | -$19.8K | ﹤0.01% | 2515 |
|
|
2023
Q3 | $145K | Buy |
29,860
+294
| +1% | +$1.49K | ﹤0.01% | 2324 |
|
|
2023
Q2 | $142K | Buy |
29,566
+8,078
| +38% | +$39.5K | ﹤0.01% | 2291 |
|
|
2023
Q1 | $113K | Buy |
21,488
+2,845
| +15% | +$15K | ﹤0.01% | 2240 |
|
|
2022
Q4 | $94.5K | Buy |
18,643
+110
| +0.6% | +$530 | ﹤0.01% | 2153 |
|
|
2022
Q3 | $75K | Buy |
18,533
+2,124
| +13% | +$8.51K | ﹤0.01% | 2073 |
|
|
2022
Q2 | $67K | Buy |
16,409
+6,409
| +64% | +$38.3K | ﹤0.01% | 2014 |
|
|
2022
Q1 | $79K | Hold |
10,000
| – | – | ﹤0.01% | 2014 |
|
|
2021
Q4 | $73K | Hold |
10,000
| – | – | ﹤0.01% | 1973 |
|
|
2021
Q3 | $62K | Hold |
10,000
| – | – | ﹤0.01% | 1981 |
|
|
2021
Q2 | $67K | Hold |
10,000
| – | – | ﹤0.01% | 1913 |
|
|
2021
Q1 | $69K | Hold |
10,000
| – | – | ﹤0.01% | 2310 |
|
|
2020
Q4 | $70K | Hold |
10,000
| – | – | ﹤0.01% | 2070 |
|
|
2020
Q3 | $42K | Hold |
10,000
| – | – | ﹤0.01% | 1918 |
|
|
2020
Q2 | $30K | Sell |
10,000
-630
| -6% | -$1.58K | ﹤0.01% | 1801 |
|
|
2020
Q1 | $20K | Buy |
10,630
+630
| +6% | +$1.74K | ﹤0.01% | 1724 |
|
|
2019
Q4 | $42K | Hold |
10,000
| – | – | ﹤0.01% | 1837 |
|
|
2019
Q3 | $36K | Sell |
10,000
-1,325
| -12% | -$5.39K | ﹤0.01% | 1818 |
|
|
2019
Q2 | $61K | Buy |
11,325
+1,325
| +13% | +$7.85K | ﹤0.01% | 1798 |
|
|
2019
Q1 | $71K | Hold |
10,000
| – | – | ﹤0.01% | 1749 |
|
|
2018
Q4 | $47K | Hold |
10,000
| – | – | ﹤0.01% | 1715 |
|
|
2018
Q3 | $51K | Buy |
+10,000
| New | +$49.5K | ﹤0.01% | 1874 |
|
Other funds holding HBM
GC
HP
VCM
