Creative Planning’s KORU Medical Systems KRMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$52.5K Hold
2025
Q1
$37.3K Hold
2024
Q4
$56.5K Hold
2024
Q3
$40K Sell
2024
Q2
$39.3K Hold
2024
Q1
$35K Buy
2023
Q4
$36K Hold
2023
Q3
$39.6K Hold
2023
Q2
$50.6K Hold
2023
Q1
$61.9K Hold
2022
Q4
$52.4K Hold
2022
Q3
$33K Hold
2022
Q2
$37K Buy
2020
Q4
Sell
2020
Q3
$603K Sell
2020
Q2
$1.08M Buy
2020
Q1
$114K Sell
2019
Q4
$163K Buy