Creative Planning’s Macy's M Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $618K | Sell |
53,001
-16,028
| -23% | -$187K | ﹤0.01% | 2265 |
|
|
2025
Q1 | $867K | Buy |
69,029
+5,656
| +9% | +$71K | ﹤0.01% | 1823 |
|
|
2024
Q4 | $1.07M | Buy |
63,373
+6,063
| +11% | +$103K | ﹤0.01% | 1595 |
|
|
2024
Q3 | $899K | Sell |
57,310
-5,393
| -9% | -$84.6K | ﹤0.01% | 1596 |
|
|
2024
Q2 | $1.2M | Buy |
62,703
+2,554
| +4% | +$49K | ﹤0.01% | 1274 |
|
|
2024
Q1 | $1.2M | Sell |
60,149
-923
| -2% | -$18.5K | ﹤0.01% | 1216 |
|
|
2023
Q4 | $1.23M | Buy |
61,072
+35,100
| +135% | +$706K | ﹤0.01% | 1124 |
|
|
2023
Q3 | $302K | Buy |
25,972
+3,332
| +15% | +$38.7K | ﹤0.01% | 1931 |
|
|
2023
Q2 | $363K | Buy |
22,640
+5,370
| +31% | +$86.2K | ﹤0.01% | 1753 |
|
|
2023
Q1 | $302K | Sell |
17,270
-851
| -5% | -$14.9K | ﹤0.01% | 1813 |
|
|
2022
Q4 | $374K | Sell |
18,121
-6,744
| -27% | -$139K | ﹤0.01% | 1574 |
|
|
2022
Q3 | $390K | Buy |
24,865
+3,242
| +15% | +$50.9K | ﹤0.01% | 1477 |
|
|
2022
Q2 | $396K | Buy |
21,623
+2,584
| +14% | +$47.3K | ﹤0.01% | 1441 |
|
|
2022
Q1 | $464K | Buy |
19,039
+483
| +3% | +$11.8K | ﹤0.01% | 1359 |
|
|
2021
Q4 | $486K | Buy |
18,556
+3,023
| +19% | +$79.2K | ﹤0.01% | 1317 |
|
|
2021
Q3 | $351K | Sell |
15,533
-2,976
| -16% | -$67.2K | ﹤0.01% | 1500 |
|
|
2021
Q2 | $351K | Sell |
18,509
-9,631
| -34% | -$183K | ﹤0.01% | 1479 |
|
|
2021
Q1 | $456K | Sell |
28,140
-13,146
| -32% | -$213K | ﹤0.01% | 1474 |
|
|
2020
Q4 | $464K | Sell |
41,286
-119,146
| -74% | -$1.34M | ﹤0.01% | 1345 |
|
|
2020
Q3 | $914K | Sell |
160,432
-2,442
| -1% | -$13.9K | ﹤0.01% | 832 |
|
|
2020
Q2 | $1.12M | Buy |
162,874
+107,215
| +193% | +$738K | ﹤0.01% | 698 |
|
|
2020
Q1 | $273K | Buy |
55,659
+3,946
| +8% | +$19.4K | ﹤0.01% | 1202 |
|
|
2019
Q4 | $879K | Buy |
51,713
+22,957
| +80% | +$390K | ﹤0.01% | 842 |
|
|
2019
Q3 | $447K | Buy |
28,756
+1,878
| +7% | +$29.2K | ﹤0.01% | 1128 |
|
|
2019
Q2 | $577K | Buy |
26,878
+547
| +2% | +$11.7K | ﹤0.01% | 996 |
|
|
2019
Q1 | $633K | Sell |
26,331
-6,751
| -20% | -$162K | ﹤0.01% | 919 |
|
|
2018
Q4 | $985K | Sell |
33,082
-39
| -0.1% | -$1.16K | ﹤0.01% | 670 |
|
|
2018
Q3 | $1.15M | Sell |
33,121
-1,385
| -4% | -$48.1K | ﹤0.01% | 700 |
|
|
2018
Q2 | $1.29M | Sell |
34,506
-134
| -0.4% | -$5.02K | 0.01% | 607 |
|
|
2018
Q1 | $1.03M | Sell |
34,640
-2,236
| -6% | -$66.5K | ﹤0.01% | 716 |
|
|
2017
Q4 | $929K | Sell |
36,876
-9,907
| -21% | -$250K | ﹤0.01% | 769 |
|
|
2017
Q3 | $1.02M | Sell |
46,783
-10,972
| -19% | -$239K | ﹤0.01% | 704 |
|
|
2017
Q2 | $1.34M | Buy |
57,755
+38,620
| +202% | +$897K | 0.01% | 563 |
|
|
2017
Q1 | $567K | Buy |
19,135
+2,393
| +14% | +$70.9K | ﹤0.01% | 923 |
|
|
2016
Q4 | $600K | Sell |
16,742
-3,775
| -18% | -$135K | ﹤0.01% | 839 |
|
|
2016
Q3 | $760K | Buy |
20,517
+5,823
| +40% | +$216K | ﹤0.01% | 702 |
|
|
2016
Q2 | $494K | Buy |
14,694
+1,037
| +8% | +$34.9K | ﹤0.01% | 784 |
|
|
2016
Q1 | $602K | Sell |
13,657
-1,810
| -12% | -$79.8K | ﹤0.01% | 681 |
|
|
2015
Q4 | $541K | Buy |
15,467
+91
| +0.6% | +$3.18K | ﹤0.01% | 713 |
|
|
2015
Q3 | $789K | Sell |
15,376
-1,520
| -9% | -$78K | 0.01% | 556 |
|
|
2015
Q2 | $1.14M | Sell |
16,896
-403
| -2% | -$27.2K | 0.01% | 431 |
|
|
2015
Q1 | $1.12M | Buy |
17,299
+1,486
| +9% | +$96.5K | 0.01% | 423 |
|
|
2014
Q4 | $1.04M | Sell |
15,813
-22,508
| -59% | -$1.48M | 0.01% | 432 |
|
|
2014
Q3 | $2.23M | Buy |
38,321
+24,176
| +171% | +$1.41M | 0.03% | 223 |
|
|
2014
Q2 | $821K | Buy |
14,145
+2,048
| +17% | +$119K | 0.01% | 451 |
|
|
2014
Q1 | $717K | Sell |
12,097
-5,395
| -31% | -$320K | 0.01% | 487 |
|
|
2013
Q4 | $934K | Buy |
17,492
+2,287
| +15% | +$122K | 0.02% | 328 |
|
|
2013
Q3 | $658K | Buy |
15,205
+7,060
| +87% | +$306K | 0.01% | 363 |
|
|
2013
Q2 | $391K | Buy |
+8,145
| New | +$391K | 0.01% | 471 |
|