Creative Planning’s iQIYI IQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $35.7K | Sell |
26,426
-127,841
| -83% | -$221K | ﹤0.01% | 4018 |
|
|
2025
Q4 | $296K | Buy |
154,267
+71,331
| +86% | +$153K | ﹤0.01% | 3246 |
|
|
2025
Q3 | $212K | Buy |
82,936
+52,168
| +170% | +$116K | ﹤0.01% | 3430 |
|
|
2025
Q2 | $54.5K | Sell |
30,768
-29,165
| -49% | -$52.4K | ﹤0.01% | 3511 |
|
|
2025
Q1 | $135K | Sell |
59,933
-145,713
| -71% | -$320K | ﹤0.01% | 3189 |
|
|
2024
Q4 | $413K | Buy |
205,646
+97,366
| +90% | +$231K | ﹤0.01% | 2403 |
|
|
2024
Q3 | $310K | Buy |
108,280
+25,961
| +32% | +$75.4K | ﹤0.01% | 2493 |
|
|
2024
Q2 | $302K | Buy |
82,319
+1,139
| +1% | +$5.14K | ﹤0.01% | 2342 |
|
|
2024
Q1 | $343K | Buy |
81,180
+26,178
| +48% | +$101K | ﹤0.01% | 2138 |
|
|
2023
Q4 | $268K | Buy |
55,002
+5,793
| +12% | +$27.4K | ﹤0.01% | 2165 |
|
|
2023
Q3 | $233K | Sell |
49,209
-81,531
| -62% | -$425K | ﹤0.01% | 2123 |
|
|
2023
Q2 | $698K | Buy |
130,740
+84,867
| +185% | +$477K | ﹤0.01% | 1341 |
|
|
2023
Q1 | $334K | Buy |
45,873
+5,445
| +13% | +$37.4K | ﹤0.01% | 1737 |
|
|
2022
Q4 | $214K | Sell |
40,428
-12,603
| -24% | -$36.7K | ﹤0.01% | 1981 |
|
|
2022
Q3 | $144K | Buy |
53,031
+31,730
| +149% | +$118K | ﹤0.01% | 1978 |
|
|
2022
Q2 | $89K | Sell |
21,301
-6,093
| -22% | -$24.5K | ﹤0.01% | 1984 |
|
|
2022
Q1 | $124K | Sell |
27,394
-9,653
| -26% | -$40.3K | ﹤0.01% | 1967 |
|
|
2021
Q4 | $169K | Sell |
37,047
-10,983
| -23% | -$77.7K | ﹤0.01% | 1896 |
|
|
2021
Q3 | $386K | Sell |
48,030
-10,732
| -18% | -$111K | ﹤0.01% | 1443 |
|
|
2021
Q2 | $916K | Sell |
58,762
-96,175
| -62% | -$1.43M | ﹤0.01% | 966 |
|
|
2021
Q1 | $2.58M | Buy |
154,937
+140,537
| +976% | +$3.25M | 0.01% | 620 |
|
|
2020
Q4 | $252K | Sell |
14,400
-957
| -6% | -$21.6K | ﹤0.01% | 1731 |
|
|
2020
Q3 | $347K | Sell |
15,357
-9,800
| -39% | -$215K | ﹤0.01% | 1328 |
|
|
2020
Q2 | $583K | Sell |
25,157
-4,925
| -16% | -$91.4K | ﹤0.01% | 960 |
|
|
2020
Q1 | $535K | Sell |
30,082
-47,472
| -61% | -$1.07M | ﹤0.01% | 908 |
|
|
2019
Q4 | $1.64M | Buy |
77,554
+24,489
| +46% | +$450K | ﹤0.01% | 583 |
|
|
2019
Q3 | $856K | Buy |
53,065
+3,692
| +7% | +$67.8K | ﹤0.01% | 828 |
|
|
2019
Q2 | $1.02M | Buy |
49,373
+10,839
| +28% | +$224K | ﹤0.01% | 755 |
|
|
2019
Q1 | $922K | Sell |
38,534
-1,681
| -4% | -$37.1K | ﹤0.01% | 763 |
|
|
2018
Q4 | $598K | Sell |
40,215
-2,450
| -6% | -$51.1K | ﹤0.01% | 873 |
|
|
2018
Q3 | $1.16M | Buy |
42,665
+18,252
| +75% | +$544K | ﹤0.01% | 703 |
|
|
2018
Q2 | $789K | Buy |
+24,413
| New | +$594K | ﹤0.01% | 876 |
|
Other funds holding IQ
VCM
