Creative Planning’s IAC Inc IAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Sell |
11,619
-1,394
| -11% | -$52.1K | ﹤0.01% | 2584 |
|
|
2025
Q1 | $490K | Buy |
13,013
+1,452
| +13% | +$54.7K | ﹤0.01% | 2303 |
|
|
2024
Q4 | $409K | Sell |
11,561
-5,968
| -34% | -$211K | ﹤0.01% | 2404 |
|
|
2024
Q3 | $774K | Buy |
17,529
+6,272
| +56% | +$277K | ﹤0.01% | 1728 |
|
|
2024
Q2 | $433K | Sell |
11,257
-1,310
| -10% | -$50.3K | ﹤0.01% | 2047 |
|
|
2024
Q1 | $550K | Buy |
12,567
+7,306
| +139% | +$320K | ﹤0.01% | 1786 |
|
|
2023
Q4 | $226K | Sell |
5,261
-455
| -8% | -$19.6K | ﹤0.01% | 2313 |
|
|
2023
Q3 | $236K | Sell |
5,716
-540
| -9% | -$22.3K | ﹤0.01% | 2110 |
|
|
2023
Q2 | $322K | Sell |
6,256
-58
| -0.9% | -$2.99K | ﹤0.01% | 1846 |
|
|
2023
Q1 | $267K | Buy |
6,314
+699
| +12% | +$29.6K | ﹤0.01% | 1893 |
|
|
2022
Q4 | $205K | Buy |
5,615
+1,107
| +25% | +$40.3K | ﹤0.01% | 1996 |
|
|
2022
Q3 | $205K | Buy |
4,508
+573
| +15% | +$26.1K | ﹤0.01% | 1889 |
|
|
2022
Q2 | $245K | Buy |
3,935
+580
| +17% | +$36.1K | ﹤0.01% | 1741 |
|
|
2022
Q1 | $276K | Buy |
3,355
+616
| +22% | +$50.7K | ﹤0.01% | 1683 |
|
|
2021
Q4 | $294K | Sell |
2,739
-254
| -8% | -$27.3K | ﹤0.01% | 1633 |
|
|
2021
Q3 | $320K | Sell |
2,993
-83
| -3% | -$8.87K | ﹤0.01% | 1548 |
|
|
2021
Q2 | $389K | Sell |
3,076
-1,383
| -31% | -$175K | ﹤0.01% | 1405 |
|
|
2021
Q1 | $527K | Buy |
4,459
+124
| +3% | +$14.7K | ﹤0.01% | 1385 |
|
|
2020
Q4 | $448K | Buy |
4,335
+678
| +19% | +$70.1K | ﹤0.01% | 1359 |
|
|
2020
Q3 | $239K | Sell |
3,657
-6,057
| -62% | -$396K | ﹤0.01% | 1549 |
|
|
2020
Q2 | $562K | Sell |
9,714
-973
| -9% | -$56.3K | ﹤0.01% | 964 |
|
|
2020
Q1 | $342K | Sell |
10,687
-3,570
| -25% | -$114K | ﹤0.01% | 1113 |
|
|
2019
Q4 | $635K | Buy |
14,257
+526
| +4% | +$23.4K | ﹤0.01% | 982 |
|
|
2019
Q3 | $535K | Sell |
13,731
-571
| -4% | -$22.2K | ﹤0.01% | 1019 |
|
|
2019
Q2 | $556K | Buy |
14,302
+1,466
| +11% | +$57K | ﹤0.01% | 1014 |
|
|
2019
Q1 | $482K | Sell |
12,836
-1,634
| -11% | -$61.4K | ﹤0.01% | 1039 |
|
|
2018
Q4 | $473K | Sell |
14,470
-626
| -4% | -$20.5K | ﹤0.01% | 986 |
|
|
2018
Q3 | $585K | Sell |
15,096
-202
| -1% | -$7.83K | ﹤0.01% | 990 |
|
|
2018
Q2 | $417K | Buy |
15,298
+778
| +5% | +$21.2K | ﹤0.01% | 1160 |
|
|
2018
Q1 | $406K | Buy |
14,520
+4,420
| +44% | +$124K | ﹤0.01% | 1176 |
|
|
2017
Q4 | $221K | Buy |
+10,100
| New | +$221K | ﹤0.01% | 1530 |
|
|
2017
Q3 | – | Sell |
-9,171
| Closed | -$169K | – | 2657 |
|
|
2017
Q2 | $169K | Sell |
9,171
-268
| -3% | -$4.94K | ﹤0.01% | 1607 |
|
|
2017
Q1 | $124K | Buy |
9,439
+56
| +0.6% | +$736 | ﹤0.01% | 1809 |
|
|
2016
Q4 | $109K | Buy |
9,383
+811
| +9% | +$9.42K | ﹤0.01% | 1797 |
|
|
2016
Q3 | $96K | Buy |
8,572
+3,491
| +69% | +$39.1K | ﹤0.01% | 1857 |
|
|
2016
Q2 | $51K | Sell |
5,081
-1,018
| -17% | -$10.2K | ﹤0.01% | 2109 |
|
|
2016
Q1 | $51K | Sell |
6,099
-9,014
| -60% | -$75.4K | ﹤0.01% | 2079 |
|
|
2015
Q4 | $162K | Buy |
15,113
+1,908
| +14% | +$20.5K | ﹤0.01% | 1321 |
|
|
2015
Q3 | $154K | Buy |
+13,205
| New | +$154K | ﹤0.01% | 1327 |
|
|
2015
Q2 | – | Sell |
-10,704
| Closed | -$129K | – | 1864 |
|
|
2015
Q1 | $129K | Sell |
10,704
-145
| -1% | -$1.75K | ﹤0.01% | 1424 |
|
|
2014
Q4 | $118K | Buy |
+10,849
| New | +$118K | ﹤0.01% | 1448 |
|
|
2013
Q3 | – | Sell |
-3,833
| Closed | -$33K | – | 3272 |
|
|
2013
Q2 | $33K | Buy |
+3,833
| New | +$33K | ﹤0.01% | 1618 |
|