Creative Planning’s Moog MOG.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Sell |
11,039
-1,847
| -14% | -$334K | ﹤0.01% | 1308 |
|
|
2025
Q1 | $2.23M | Buy |
12,886
+641
| +5% | +$111K | ﹤0.01% | 1103 |
|
|
2024
Q4 | $2.41M | Buy |
12,245
+638
| +5% | +$126K | ﹤0.01% | 1017 |
|
|
2024
Q3 | $2.34M | Buy |
11,607
+2,823
| +32% | +$570K | ﹤0.01% | 980 |
|
|
2024
Q2 | $1.47M | Buy |
8,784
+1,866
| +27% | +$312K | ﹤0.01% | 1150 |
|
|
2024
Q1 | $1.1M | Buy |
6,918
+2,876
| +71% | +$459K | ﹤0.01% | 1270 |
|
|
2023
Q4 | $585K | Buy |
4,042
+2,142
| +113% | +$310K | ﹤0.01% | 1592 |
|
|
2023
Q3 | $215K | Buy |
+1,900
| New | +$215K | ﹤0.01% | 2181 |
|
|
2018
Q2 | – | Sell |
-2,667
| Closed | -$220K | – | 1960 |
|
|
2018
Q1 | $220K | Hold |
2,667
| – | – | ﹤0.01% | 1531 |
|
|
2017
Q4 | $232K | Hold |
2,667
| – | – | ﹤0.01% | 1499 |
|
|
2017
Q3 | $223K | Buy |
2,667
+227
| +9% | +$19K | ﹤0.01% | 1509 |
|
|
2017
Q2 | $175K | Hold |
2,440
| – | – | ﹤0.01% | 1591 |
|
|
2017
Q1 | $164K | Hold |
2,440
| – | – | ﹤0.01% | 1603 |
|
|
2016
Q4 | $160K | Buy |
2,440
+78
| +3% | +$5.12K | ﹤0.01% | 1528 |
|
|
2016
Q3 | $141K | Hold |
2,362
| – | – | ﹤0.01% | 1605 |
|
|
2016
Q2 | $127K | Hold |
2,362
| – | – | ﹤0.01% | 1517 |
|
|
2016
Q1 | $108K | Hold |
2,362
| – | – | ﹤0.01% | 1565 |
|
|
2015
Q4 | $143K | Hold |
2,362
| – | – | ﹤0.01% | 1410 |
|
|
2015
Q3 | $128K | Buy |
+2,362
| New | +$128K | ﹤0.01% | 1433 |
|
|
2015
Q2 | – | Sell |
-2,410
| Closed | -$181K | – | 2162 |
|
|
2015
Q1 | $181K | Sell |
2,410
-157
| -6% | -$11.8K | ﹤0.01% | 1237 |
|
|
2014
Q4 | $190K | Buy |
2,567
+880
| +52% | +$65.1K | ﹤0.01% | 1165 |
|
|
2014
Q3 | $115K | Sell |
1,687
-55
| -3% | -$3.75K | ﹤0.01% | 1373 |
|
|
2014
Q2 | $127K | Buy |
1,742
+55
| +3% | +$4.01K | ﹤0.01% | 1275 |
|
|
2014
Q1 | $111K | Hold |
1,687
| – | – | ﹤0.01% | 1341 |
|
|
2013
Q4 | $115K | Hold |
1,687
| – | – | ﹤0.01% | 1125 |
|
|
2013
Q3 | $99K | Hold |
1,687
| – | – | ﹤0.01% | 1125 |
|
|
2013
Q2 | $87K | Buy |
+1,687
| New | +$87K | ﹤0.01% | 1060 |
|