Creative Planning’s MasterBrand MBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$393K Buy
2025
Q1
$389K Buy
2024
Q4
$426K Buy
2024
Q3
$537K Buy
2024
Q2
$360K Sell
2024
Q1
$472K Sell
2023
Q4
$382K Sell
2023
Q3
$324K Buy
2023
Q2
$211K Sell
2023
Q1
$150K Sell
2022
Q4
$152K Buy