Creative Planning’s InterContinental Hotels IHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.53M | Buy |
33,924
+483
| +1% | +$66.4K | ﹤0.01% | 1285 |
|
|
2025
Q4 | $4.71M | Buy |
33,441
+6,287
| +23% | +$818K | ﹤0.01% | 1046 |
|
|
2025
Q3 | $3.29M | Buy |
27,154
+5,203
| +24% | +$623K | ﹤0.01% | 1148 |
|
|
2025
Q2 | $2.53M | Sell |
21,951
-80
| -0.4% | -$8.97K | ﹤0.01% | 1148 |
|
|
2025
Q1 | $2.41M | Sell |
22,031
-2,591
| -11% | -$322K | ﹤0.01% | 1065 |
|
|
2024
Q4 | $3.08M | Buy |
24,622
+2,604
| +12% | +$312K | ﹤0.01% | 885 |
|
|
2024
Q3 | $2.43M | Sell |
22,018
-738
| -3% | -$75.6K | ﹤0.01% | 962 |
|
|
2024
Q2 | $2.41M | Buy |
22,756
+723
| +3% | +$73.2K | ﹤0.01% | 913 |
|
|
2024
Q1 | $2.33M | Buy |
22,033
+4,418
| +25% | +$443K | ﹤0.01% | 906 |
|
|
2023
Q4 | $1.61M | Buy |
17,615
+2,742
| +18% | +$216K | ﹤0.01% | 1005 |
|
|
2023
Q3 | $1.11M | Buy |
14,873
+3,599
| +32% | +$269K | ﹤0.01% | 1116 |
|
|
2023
Q2 | $794K | Buy |
11,274
+2,307
| +26% | +$158K | ﹤0.01% | 1255 |
|
|
2023
Q1 | $597K | Buy |
8,967
+3,166
| +55% | +$214K | ﹤0.01% | 1354 |
|
|
2022
Q4 | $338K | Buy |
+5,801
| New | +$324K | ﹤0.01% | 1648 |
|
|
2017
Q3 | – | Sell |
-256
| Closed | -$15K | – | 2750 |
|
|
2017
Q2 | $15K | Sell |
256
-153
| -37% | -$8.81K | ﹤0.01% | 3358 |
|
|
2017
Q1 | $22K | Hold |
409
| – | – | ﹤0.01% | 3061 |
|
|
2016
Q4 | $20K | Buy |
409
+246
| +151% | +$11.1K | ﹤0.01% | 3087 |
|
|
2016
Q3 | $7K | Hold |
163
| – | – | ﹤0.01% | 3726 |
|
|
2016
Q2 | $7K | Hold |
163
| – | – | ﹤0.01% | 3463 |
|
|
2016
Q1 | $9K | Hold |
163
| – | – | ﹤0.01% | 3283 |
|
|
2015
Q4 | $8K | Buy |
+163
| New | +$8.2K | ﹤0.01% | 3411 |
|
|
2015
Q2 | – | Sell |
-16
| Closed | -$1K | – | 1992 |
|
|
2015
Q1 | $1K | Sell |
16
-20
| -56% | -$1.05K | ﹤0.01% | 4027 |
|
|
2014
Q4 | $2K | Buy |
+36
| New | +$1.84K | ﹤0.01% | 3820 |
|
Other funds holding IHG
