Creative Planning’s Pulmonx LUNG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34.5K Sell
13,336
-3,902
-23% -$10.1K ﹤0.01% 3525
2025
Q1
$116K Buy
17,238
+3,902
+29% +$26.3K ﹤0.01% 3204
2024
Q4
$90.6K Sell
13,336
-1,566
-11% -$10.6K ﹤0.01% 3158
2024
Q3
$124K Sell
14,902
-1,076
-7% -$8.92K ﹤0.01% 2974
2024
Q2
$101K Sell
15,978
-1,079
-6% -$6.84K ﹤0.01% 2823
2024
Q1
$158K Buy
17,057
+423
+3% +$3.92K ﹤0.01% 2610
2023
Q4
$212K Buy
16,634
+1,493
+10% +$19K ﹤0.01% 2370
2023
Q3
$156K Sell
15,141
-324
-2% -$3.35K ﹤0.01% 2301
2023
Q2
$203K Buy
15,465
+246
+2% +$3.23K ﹤0.01% 2199
2023
Q1
$170K Buy
15,219
+952
+7% +$10.6K ﹤0.01% 2158
2022
Q4
$120K Buy
+14,267
New +$120K ﹤0.01% 2111