Creative Planning’s Mitek Systems MITK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$298K Buy
30,133
+14,070
+88% +$139K ﹤0.01% 2886
2025
Q1
$133K Sell
16,063
-7,202
-31% -$59.4K ﹤0.01% 3179
2024
Q4
$259K Buy
23,265
+5,785
+33% +$64.4K ﹤0.01% 2780
2024
Q3
$152K Buy
+17,480
New +$152K ﹤0.01% 2931
2023
Q4
Sell
-100
Closed -$1.07K 2889
2023
Q3
$1.07K Buy
+100
New +$1.07K ﹤0.01% 2761
2021
Q4
Sell
-13,441
Closed -$249K 2133
2021
Q3
$249K Buy
+13,441
New +$249K ﹤0.01% 1710
2017
Q3
Sell
-8,328
Closed -$70K 2902
2017
Q2
$70K Sell
8,328
-5,000
-38% -$42K ﹤0.01% 2237
2017
Q1
$89K Hold
13,328
﹤0.01% 2016
2016
Q4
$82K Buy
13,328
+4,688
+54% +$28.8K ﹤0.01% 1986
2016
Q3
$72K Hold
8,640
﹤0.01% 2067
2016
Q2
$61K Sell
8,640
-3,860
-31% -$27.3K ﹤0.01% 1989
2016
Q1
$82K Buy
12,500
+3,500
+39% +$23K ﹤0.01% 1742
2015
Q4
$37K Hold
9,000
﹤0.01% 2338
2015
Q3
$29K Buy
+9,000
New +$29K ﹤0.01% 2429
2015
Q2
Sell
-9,000
Closed -$28K 2143
2015
Q1
$28K Buy
9,000
+5,000
+125% +$15.6K ﹤0.01% 2431
2014
Q4
$13K Buy
4,000
+1,000
+33% +$3.25K ﹤0.01% 2918
2014
Q3
$7K Hold
3,000
﹤0.01% 3085
2014
Q2
$10K Buy
3,000
+500
+20% +$1.67K ﹤0.01% 2811
2014
Q1
$10K Sell
2,500
-7,500
-75% -$30K ﹤0.01% 2710
2013
Q4
$59K Buy
+10,000
New +$59K ﹤0.01% 1493