Creative Planning’s Logitech LOGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Sell |
31,086
-2,062
| -6% | -$186K | ﹤0.01% | 1075 |
|
|
2025
Q1 | $2.8M | Sell |
33,148
-729
| -2% | -$61.5K | ﹤0.01% | 975 |
|
|
2024
Q4 | $2.79M | Buy |
33,877
+2,210
| +7% | +$182K | ﹤0.01% | 940 |
|
|
2024
Q3 | $2.84M | Buy |
31,667
+3,056
| +11% | +$274K | ﹤0.01% | 889 |
|
|
2024
Q2 | $2.77M | Buy |
28,611
+1,391
| +5% | +$135K | ﹤0.01% | 848 |
|
|
2024
Q1 | $2.43M | Buy |
27,220
+3,212
| +13% | +$287K | ﹤0.01% | 887 |
|
|
2023
Q4 | $2.28M | Sell |
24,008
-1,560
| -6% | -$148K | ﹤0.01% | 869 |
|
|
2023
Q3 | $1.76M | Buy |
25,568
+1,712
| +7% | +$118K | ﹤0.01% | 903 |
|
|
2023
Q2 | $1.42M | Buy |
23,856
+1,288
| +6% | +$76.5K | ﹤0.01% | 964 |
|
|
2023
Q1 | $1.31M | Buy |
22,568
+2,224
| +11% | +$129K | ﹤0.01% | 945 |
|
|
2022
Q4 | $1.27M | Buy |
20,344
+4,590
| +29% | +$286K | ﹤0.01% | 920 |
|
|
2022
Q3 | $725K | Buy |
15,754
+1,977
| +14% | +$91K | ﹤0.01% | 1113 |
|
|
2022
Q2 | $717K | Buy |
13,777
+6,563
| +91% | +$342K | ﹤0.01% | 1120 |
|
|
2022
Q1 | $532K | Sell |
7,214
-121
| -2% | -$8.92K | ﹤0.01% | 1291 |
|
|
2021
Q4 | $605K | Sell |
7,335
-2,004
| -21% | -$165K | ﹤0.01% | 1203 |
|
|
2021
Q3 | $823K | Sell |
9,339
-1,281
| -12% | -$113K | ﹤0.01% | 1041 |
|
|
2021
Q2 | $1.28M | Sell |
10,620
-16,660
| -61% | -$2.01M | ﹤0.01% | 832 |
|
|
2021
Q1 | $2.85M | Sell |
27,280
-1,489
| -5% | -$156K | 0.01% | 575 |
|
|
2020
Q4 | $2.8M | Buy |
28,769
+14,110
| +96% | +$1.37M | 0.01% | 537 |
|
|
2020
Q3 | $1.13M | Buy |
+14,659
| New | +$1.13M | ﹤0.01% | 741 |
|
|
2017
Q3 | – | Sell |
-1,150
| Closed | -$42K | – | 2839 |
|
|
2017
Q2 | $42K | Buy |
1,150
+150
| +15% | +$5.48K | ﹤0.01% | 2626 |
|
|
2017
Q1 | $32K | Buy |
1,000
+900
| +900% | +$28.8K | ﹤0.01% | 2766 |
|
|
2016
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 4163 |
|
|
2016
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 4102 |
|
|
2016
Q2 | $2K | Sell |
100
-200
| -67% | -$4K | ﹤0.01% | 3924 |
|
|
2016
Q1 | $5K | Buy |
300
+200
| +200% | +$3.33K | ﹤0.01% | 3535 |
|
|
2015
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 3943 |
|
|
2015
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 4017 |
|
|
2015
Q2 | – | Sell |
-1,100
| Closed | -$14K | – | 2070 |
|
|
2015
Q1 | $14K | Buy |
1,100
+1,000
| +1,000% | +$12.7K | ﹤0.01% | 2944 |
|
|
2014
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 3861 |
|
|
2014
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 3716 |
|
|
2014
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 3530 |
|
|
2014
Q1 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 3404 |
|
|
2013
Q4 | – | Sell |
-400
| Closed | -$4K | – | 3392 |
|
|
2013
Q3 | $4K | Buy |
+400
| New | +$4K | ﹤0.01% | 2801 |
|