Creative Planning’s Knowles KN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.68M | Buy |
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|
2025
Q2 | $4.37M | Buy |
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|
2025
Q1 | $2.97M | Buy |
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|
2024
Q4 | $3.89M | Buy |
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|
2024
Q3 | $2.93M | Buy |
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|
2024
Q2 | $2.56M | Buy |
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|
2024
Q1 | $2.16M | Buy |
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|
2023
Q4 | $2.36M | Buy |
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|
2023
Q3 | $1.57M | Sell |
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|
2023
Q2 | $2.03M | Buy |
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|
2023
Q1 | $1.89M | Buy |
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|
2022
Q4 | $1.7M | Sell |
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|
2022
Q3 | $1.27M | Buy |
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|
2022
Q2 | $1.77M | Buy |
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|
2022
Q1 | $2.12M | Buy |
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|
2021
Q4 | $2.3M | Hold |
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|
2021
Q3 | $1.84M | Hold |
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|
2021
Q2 | $1.94M | Sell |
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|
2021
Q1 | $2.09M | Buy |
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|
2020
Q4 | $1.82M | Buy |
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|
2020
Q3 | $1.46M | Sell |
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|
2020
Q2 | $1.5M | Sell |
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|
2020
Q1 | $1.32M | Buy |
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|
2019
Q4 | $2.06M | Buy |
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|
2019
Q3 | $1.97M | Buy |
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|
2019
Q2 | $1.77M | Sell |
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|
2019
Q1 | $1.78M | Sell |
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|
2018
Q4 | $1.35M | Hold |
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|
2018
Q3 | $1.68M | Buy |
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|
2018
Q2 | $1.49M | Buy |
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|
2018
Q1 | $1.22M | Sell |
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|
2017
Q4 | $1.43M | Sell |
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|
2017
Q3 | $1.49M | Buy |
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|
2017
Q2 | $1.63M | Sell |
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|
2017
Q1 | $1.83M | Buy |
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|
2016
Q4 | $1.61M | Sell |
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|
2016
Q3 | $1.37M | Buy |
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|
2016
Q2 | $1.32M | Sell |
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|
2016
Q1 | $1.28M | Sell |
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|
2015
Q4 | $1.31M | Buy |
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|
2015
Q3 | $1.81M | Sell |
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|
2015
Q2 | $1.78M | Buy |
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|
2015
Q1 | $1.88M | Sell |
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|
2014
Q4 | $2.3M | Sell |
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|
2014
Q3 | $2.59M | Buy |
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|
2014
Q2 | $3M | Buy |
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|
2014
Q1 | $3.07M | Buy |
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