Creative Planning’s Logitech LOGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.13M | Buy |
67,280
+23,892
| +55% | +$2.2M | ﹤0.01% | 1037 |
|
|
2025
Q4 | $4.35M | Buy |
43,388
+4,942
| +13% | +$556K | ﹤0.01% | 1105 |
|
|
2025
Q3 | $4.22M | Buy |
38,446
+7,360
| +24% | +$740K | ﹤0.01% | 981 |
|
|
2025
Q2 | $2.8M | Sell |
31,086
-2,062
| -6% | -$167K | ﹤0.01% | 1078 |
|
|
2025
Q1 | $2.8M | Sell |
33,148
-729
| -2% | -$68.6K | ﹤0.01% | 977 |
|
|
2024
Q4 | $2.79M | Buy |
33,877
+2,210
| +7% | +$183K | ﹤0.01% | 942 |
|
|
2024
Q3 | $2.84M | Buy |
31,667
+3,056
| +11% | +$272K | ﹤0.01% | 889 |
|
|
2024
Q2 | $2.77M | Buy |
28,611
+1,391
| +5% | +$125K | ﹤0.01% | 850 |
|
|
2024
Q1 | $2.43M | Buy |
27,220
+3,212
| +13% | +$287K | ﹤0.01% | 888 |
|
|
2023
Q4 | $2.28M | Sell |
24,008
-1,560
| -6% | -$128K | ﹤0.01% | 871 |
|
|
2023
Q3 | $1.76M | Buy |
25,568
+1,712
| +7% | +$115K | ﹤0.01% | 905 |
|
|
2023
Q2 | $1.42M | Buy |
23,856
+1,288
| +6% | +$77.9K | ﹤0.01% | 967 |
|
|
2023
Q1 | $1.31M | Buy |
22,568
+2,224
| +11% | +$126K | ﹤0.01% | 948 |
|
|
2022
Q4 | $1.27M | Buy |
20,344
+4,590
| +29% | +$251K | ﹤0.01% | 922 |
|
|
2022
Q3 | $725K | Buy |
15,754
+1,977
| +14% | +$104K | ﹤0.01% | 1119 |
|
|
2022
Q2 | $717K | Buy |
13,777
+6,563
| +91% | +$404K | ﹤0.01% | 1124 |
|
|
2022
Q1 | $532K | Sell |
7,214
-121
| -2% | -$9.38K | ﹤0.01% | 1293 |
|
|
2021
Q4 | $605K | Sell |
7,335
-2,004
| -21% | -$167K | ﹤0.01% | 1203 |
|
|
2021
Q3 | $823K | Sell |
9,339
-1,281
| -12% | -$138K | ﹤0.01% | 1041 |
|
|
2021
Q2 | $1.28M | Sell |
10,620
-16,660
| -61% | -$1.95M | ﹤0.01% | 832 |
|
|
2021
Q1 | $2.85M | Sell |
27,280
-1,489
| -5% | -$157K | 0.01% | 583 |
|
|
2020
Q4 | $2.8M | Buy |
28,769
+14,110
| +96% | +$1.22M | 0.01% | 544 |
|
|
2020
Q3 | $1.13M | Buy |
+14,659
| New | +$1.05M | ﹤0.01% | 748 |
|
|
2017
Q3 | – | Sell |
-1,150
| Closed | -$42K | – | 2911 |
|
|
2017
Q2 | $42K | Buy |
1,150
+150
| +15% | +$5.2K | ﹤0.01% | 2646 |
|
|
2017
Q1 | $32K | Buy |
1,000
+900
| +900% | +$25.9K | ﹤0.01% | 2792 |
|
|
2016
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 4281 |
|
|
2016
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 4230 |
|
|
2016
Q2 | $2K | Sell |
100
-200
| -67% | -$3.12K | ﹤0.01% | 4028 |
|
|
2016
Q1 | $5K | Buy |
300
+200
| +200% | +$3.04K | ﹤0.01% | 3588 |
|
|
2015
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 4040 |
|
|
2015
Q3 | $1K | Buy |
+100
| New | +$1.38K | ﹤0.01% | 4109 |
|
|
2015
Q2 | – | Sell |
-1,100
| Closed | -$14K | – | 2165 |
|
|
2015
Q1 | $14K | Buy |
1,100
+1,000
| +1,000% | +$14K | ﹤0.01% | 2979 |
|
|
2014
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 3983 |
|
|
2014
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 3837 |
|
|
2014
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 3644 |
|
|
2014
Q1 | $1K | Buy |
+100
| New | +$1.53K | ﹤0.01% | 3508 |
|
|
2013
Q4 | – | Sell |
-400
| Closed | -$4K | – | 3392 |
|
|
2013
Q3 | $4K | Buy |
+400
| New | +$2.99K | ﹤0.01% | 2801 |
|
Other funds holding LOGI
VCM
