Creative Planning’s Iridium Communications IRDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $824K | Sell |
27,320
-8,028
| -23% | -$242K | ﹤0.01% | 2014 |
|
|
2025
Q1 | $966K | Sell |
35,348
-2,535
| -7% | -$69.3K | ﹤0.01% | 1742 |
|
|
2024
Q4 | $1.1M | Buy |
37,883
+16,636
| +78% | +$483K | ﹤0.01% | 1574 |
|
|
2024
Q3 | $647K | Sell |
21,247
-4,301
| -17% | -$131K | ﹤0.01% | 1886 |
|
|
2024
Q2 | $680K | Buy |
25,548
+9,359
| +58% | +$249K | ﹤0.01% | 1696 |
|
|
2024
Q1 | $423K | Buy |
16,189
+3,318
| +26% | +$86.8K | ﹤0.01% | 1973 |
|
|
2023
Q4 | $530K | Buy |
12,871
+1,069
| +9% | +$44K | ﹤0.01% | 1676 |
|
|
2023
Q3 | $537K | Sell |
11,802
-1,617
| -12% | -$73.6K | ﹤0.01% | 1517 |
|
|
2023
Q2 | $834K | Buy |
13,419
+760
| +6% | +$47.2K | ﹤0.01% | 1224 |
|
|
2023
Q1 | $784K | Buy |
12,659
+1,222
| +11% | +$75.7K | ﹤0.01% | 1197 |
|
|
2022
Q4 | $588K | Buy |
11,437
+1,201
| +12% | +$61.7K | ﹤0.01% | 1333 |
|
|
2022
Q3 | $454K | Buy |
10,236
+1,768
| +21% | +$78.4K | ﹤0.01% | 1386 |
|
|
2022
Q2 | $318K | Buy |
8,468
+320
| +4% | +$12K | ﹤0.01% | 1564 |
|
|
2022
Q1 | $329K | Sell |
8,148
-190
| -2% | -$7.67K | ﹤0.01% | 1567 |
|
|
2021
Q4 | $344K | Buy |
8,338
+25
| +0.3% | +$1.03K | ﹤0.01% | 1527 |
|
|
2021
Q3 | $331K | Buy |
+8,313
| New | +$331K | ﹤0.01% | 1531 |
|
|
2020
Q3 | – | Sell |
-10,500
| Closed | -$267K | – | 1982 |
|
|
2020
Q2 | $267K | Buy |
+10,500
| New | +$267K | ﹤0.01% | 1360 |
|
|
2020
Q1 | – | Sell |
-18,236
| Closed | -$449K | – | 1828 |
|
|
2019
Q4 | $449K | Buy |
+18,236
| New | +$449K | ﹤0.01% | 1163 |
|
|
2019
Q3 | – | Sell |
-8,706
| Closed | -$203K | – | 1909 |
|
|
2019
Q2 | $203K | Buy |
+8,706
| New | +$203K | ﹤0.01% | 1605 |
|
|
2018
Q4 | – | Sell |
-11,410
| Closed | -$257K | – | 1861 |
|
|
2018
Q3 | $257K | Hold |
11,410
| – | – | ﹤0.01% | 1496 |
|
|
2018
Q2 | $184K | Buy |
11,410
+910
| +9% | +$14.7K | ﹤0.01% | 1645 |
|
|
2018
Q1 | $118K | Buy |
+10,500
| New | +$118K | ﹤0.01% | 1702 |
|
|
2017
Q3 | – | Sell |
-5,000
| Closed | -$55K | – | 2719 |
|
|
2017
Q2 | $55K | Buy |
+5,000
| New | +$55K | ﹤0.01% | 2431 |
|
|
2016
Q4 | – | Sell |
-1,477
| Closed | -$12K | – | 4511 |
|
|
2016
Q3 | $12K | Hold |
1,477
| – | – | ﹤0.01% | 3344 |
|
|
2016
Q2 | $13K | Buy |
1,477
+177
| +14% | +$1.56K | ﹤0.01% | 3034 |
|
|
2016
Q1 | $10K | Buy |
1,300
+729
| +128% | +$5.61K | ﹤0.01% | 3192 |
|
|
2015
Q4 | $5K | Buy |
+571
| New | +$5K | ﹤0.01% | 3611 |
|
|
2015
Q1 | – | Sell |
-1,000
| Closed | -$10K | – | 4139 |
|
|
2014
Q4 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 3076 |
|
|
2014
Q3 | $9K | Sell |
1,000
-2,200
| -69% | -$19.8K | ﹤0.01% | 2955 |
|
|
2014
Q2 | $27K | Buy |
3,200
+2,200
| +220% | +$18.6K | ﹤0.01% | 2273 |
|
|
2014
Q1 | $8K | Sell |
1,000
-1,000
| -50% | -$8K | ﹤0.01% | 2800 |
|
|
2013
Q4 | $13K | Buy |
+2,000
| New | +$13K | ﹤0.01% | 2421 |
|
|
2013
Q3 | – | Sell |
-2,000
| Closed | -$16K | – | 3277 |
|
|
2013
Q2 | $16K | Buy |
+2,000
| New | +$16K | ﹤0.01% | 2054 |
|