Creative Planning’s MasterBrand MBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $393K | Buy |
35,936
+6,152
| +21% | +$67.2K | ﹤0.01% | 2664 |
|
2025
Q1 | $389K | Buy |
29,784
+611
| +2% | +$7.98K | ﹤0.01% | 2518 |
|
2024
Q4 | $426K | Buy |
29,173
+225
| +0.8% | +$3.29K | ﹤0.01% | 2367 |
|
2024
Q3 | $537K | Buy |
28,948
+4,432
| +18% | +$82.2K | ﹤0.01% | 2048 |
|
2024
Q2 | $360K | Sell |
24,516
-645
| -3% | -$9.47K | ﹤0.01% | 2198 |
|
2024
Q1 | $472K | Sell |
25,161
-547
| -2% | -$10.3K | ﹤0.01% | 1889 |
|
2023
Q4 | $382K | Sell |
25,708
-983
| -4% | -$14.6K | ﹤0.01% | 1903 |
|
2023
Q3 | $324K | Buy |
26,691
+8,509
| +47% | +$103K | ﹤0.01% | 1866 |
|
2023
Q2 | $211K | Sell |
18,182
-505
| -3% | -$5.87K | ﹤0.01% | 2164 |
|
2023
Q1 | $150K | Sell |
18,687
-1,479
| -7% | -$11.9K | ﹤0.01% | 2179 |
|
2022
Q4 | $152K | Buy |
+20,166
| New | +$152K | ﹤0.01% | 2066 |
|