Creative Planning’s Hello Group MOMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Sell |
12,417
-24,873
| -67% | -$210K | ﹤0.01% | 3403 |
|
|
2025
Q1 | $235K | Buy |
37,290
+1,810
| +5% | +$11.4K | ﹤0.01% | 2930 |
|
|
2024
Q4 | $274K | Buy |
35,480
+3,112
| +10% | +$24K | ﹤0.01% | 2726 |
|
|
2024
Q3 | $246K | Buy |
32,368
+795
| +3% | +$6.05K | ﹤0.01% | 2689 |
|
|
2024
Q2 | $193K | Sell |
31,573
-8,446
| -21% | -$51.7K | ﹤0.01% | 2670 |
|
|
2024
Q1 | $249K | Buy |
40,019
+18,758
| +88% | +$116K | ﹤0.01% | 2395 |
|
|
2023
Q4 | $148K | Sell |
21,261
-2,565
| -11% | -$17.8K | ﹤0.01% | 2500 |
|
|
2023
Q3 | $166K | Buy |
23,826
+2,891
| +14% | +$20.2K | ﹤0.01% | 2284 |
|
|
2023
Q2 | $201K | Sell |
20,935
-270
| -1% | -$2.6K | ﹤0.01% | 2202 |
|
|
2023
Q1 | $193K | Buy |
21,205
+347
| +2% | +$3.16K | ﹤0.01% | 2131 |
|
|
2022
Q4 | $187K | Buy |
+20,858
| New | +$187K | ﹤0.01% | 2027 |
|
|
2022
Q3 | – | Sell |
-10,345
| Closed | -$52K | – | 2293 |
|
|
2022
Q2 | $52K | Buy |
+10,345
| New | +$52K | ﹤0.01% | 2030 |
|
|
2018
Q4 | – | Sell |
-9,375
| Closed | -$411K | – | 1880 |
|
|
2018
Q3 | $411K | Buy |
9,375
+200
| +2% | +$8.77K | ﹤0.01% | 1194 |
|
|
2018
Q2 | $399K | Sell |
9,175
-800
| -8% | -$34.8K | ﹤0.01% | 1190 |
|
|
2018
Q1 | $373K | Buy |
+9,975
| New | +$373K | ﹤0.01% | 1218 |
|
|
2017
Q4 | – | Sell |
-33,435
| Closed | -$1.05M | – | 1939 |
|
|
2017
Q3 | $1.05M | Buy |
33,435
+28,515
| +580% | +$894K | ﹤0.01% | 690 |
|
|
2017
Q2 | $182K | Buy |
4,920
+1,771
| +56% | +$65.5K | ﹤0.01% | 1564 |
|
|
2017
Q1 | $107K | Buy |
+3,149
| New | +$107K | ﹤0.01% | 1892 |
|
|
2016
Q4 | – | Sell |
-200
| Closed | -$5K | – | 4533 |
|
|
2016
Q3 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 3792 |
|