Creative Planning’s Veradigm Inc. Common Stock MDRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-475,100
| Closed | -$4.98M | – | 2958 |
|
|
2023
Q4 | $4.98M | Buy |
475,100
+724
| +0.2% | +$7.6K | 0.01% | 566 |
|
|
2023
Q3 | $6.23M | Buy |
474,376
+458,287
| +2,848% | +$6.02M | 0.01% | 465 |
|
|
2023
Q2 | $203K | Buy |
16,089
+5,622
| +54% | +$70.8K | ﹤0.01% | 2200 |
|
|
2023
Q1 | $137K | Buy |
+10,467
| New | +$137K | ﹤0.01% | 2194 |
|
|
2022
Q4 | – | Sell |
-1,286,015
| Closed | -$19.6M | – | 2495 |
|
|
2022
Q3 | $19.6M | Buy |
1,286,015
+1,166,330
| +974% | +$17.8M | 0.03% | 193 |
|
|
2022
Q2 | $1.78M | Buy |
119,685
+39
| +0% | +$578 | ﹤0.01% | 757 |
|
|
2022
Q1 | $2.69M | Buy |
119,646
+260
| +0.2% | +$5.85K | ﹤0.01% | 627 |
|
|
2021
Q4 | $2.2M | Sell |
119,386
-442
| -0.4% | -$8.16K | ﹤0.01% | 659 |
|
|
2021
Q3 | $1.6M | Sell |
119,828
-110
| -0.1% | -$1.47K | ﹤0.01% | 753 |
|
|
2021
Q2 | $2.22M | Hold |
119,938
| – | – | ﹤0.01% | 636 |
|
|
2021
Q1 | $1.8M | Sell |
119,938
-7,486
| -6% | -$112K | ﹤0.01% | 765 |
|
|
2020
Q4 | $1.84M | Hold |
127,424
| – | – | ﹤0.01% | 698 |
|
|
2020
Q3 | $1.04M | Hold |
127,424
| – | – | ﹤0.01% | 780 |
|
|
2020
Q2 | $863K | Hold |
127,424
| – | – | ﹤0.01% | 786 |
|
|
2020
Q1 | $897K | Buy |
+127,424
| New | +$897K | ﹤0.01% | 689 |
|
|
2019
Q4 | – | Sell |
-23,103
| Closed | -$254K | – | 1967 |
|
|
2019
Q3 | $254K | Hold |
23,103
| – | – | ﹤0.01% | 1460 |
|
|
2019
Q2 | $269K | Buy |
23,103
+2,460
| +12% | +$28.6K | ﹤0.01% | 1428 |
|
|
2019
Q1 | $197K | Sell |
20,643
-17,150
| -45% | -$164K | ﹤0.01% | 1580 |
|
|
2018
Q4 | $364K | Buy |
37,793
+1,500
| +4% | +$14.4K | ﹤0.01% | 1116 |
|
|
2018
Q3 | $517K | Buy |
36,293
+12,650
| +54% | +$180K | ﹤0.01% | 1049 |
|
|
2018
Q2 | $284K | Sell |
23,643
-6,506
| -22% | -$78.2K | ﹤0.01% | 1396 |
|
|
2018
Q1 | $372K | Buy |
+30,149
| New | +$372K | ﹤0.01% | 1222 |
|
|
2017
Q3 | – | Sell |
-1,702
| Closed | -$22K | – | 3777 |
|
|
2017
Q2 | $22K | Buy |
1,702
+24
| +1% | +$310 | ﹤0.01% | 3102 |
|
|
2017
Q1 | $21K | Sell |
1,678
-9,829
| -85% | -$123K | ﹤0.01% | 3078 |
|
|
2016
Q4 | $117K | Buy |
11,507
+8,451
| +277% | +$85.9K | ﹤0.01% | 1750 |
|
|
2016
Q3 | $40K | Buy |
3,056
+954
| +45% | +$12.5K | ﹤0.01% | 2523 |
|
|
2016
Q2 | $27K | Hold |
2,102
| – | – | ﹤0.01% | 2560 |
|
|
2016
Q1 | $28K | Buy |
2,102
+500
| +31% | +$6.66K | ﹤0.01% | 2509 |
|
|
2015
Q4 | $25K | Sell |
1,602
-35
| -2% | -$546 | ﹤0.01% | 2653 |
|
|
2015
Q3 | $20K | Buy |
+1,637
| New | +$20K | ﹤0.01% | 2717 |
|
|
2015
Q2 | – | Sell |
-1,500
| Closed | -$18K | – | 3048 |
|
|
2015
Q1 | $18K | Sell |
1,500
-100
| -6% | -$1.2K | ﹤0.01% | 2784 |
|
|
2014
Q4 | $20K | Sell |
1,600
-200
| -11% | -$2.5K | ﹤0.01% | 2633 |
|
|
2014
Q3 | $24K | Sell |
1,800
-3,611
| -67% | -$48.1K | ﹤0.01% | 2404 |
|
|
2014
Q2 | $87K | Buy |
5,411
+11
| +0.2% | +$177 | ﹤0.01% | 1516 |
|
|
2014
Q1 | $97K | Buy |
5,400
+3,400
| +170% | +$61.1K | ﹤0.01% | 1416 |
|
|
2013
Q4 | $31K | Buy |
2,000
+200
| +11% | +$3.1K | ﹤0.01% | 1939 |
|
|
2013
Q3 | $27K | Hold |
1,800
| – | – | ﹤0.01% | 1926 |
|
|
2013
Q2 | $23K | Buy |
+1,800
| New | +$23K | ﹤0.01% | 1851 |
|