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