Creative Planning’s Hello Group MOMO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$175K Sell
30,307
-27,343
-47% -$177K ﹤0.01% 3775
2025
Q4
$378K Buy
57,650
+45,930
+392% +$316K ﹤0.01% 3075
2025
Q3
$87K Sell
11,720
-697
-6% -$5.7K ﹤0.01% 3694
2025
Q2
$105K Sell
12,417
-24,873
-67% -$163K ﹤0.01% 3419
2025
Q1
$235K Buy
37,290
+1,810
+5% +$13.1K ﹤0.01% 2937
2024
Q4
$274K Buy
35,480
+3,112
+10% +$22.1K ﹤0.01% 2735
2024
Q3
$246K Buy
32,368
+795
+3% +$5.27K ﹤0.01% 2689
2024
Q2
$193K Sell
31,573
-8,446
-21% -$49.3K ﹤0.01% 2683
2024
Q1
$249K Buy
40,019
+18,758
+88% +$119K ﹤0.01% 2405
2023
Q4
$148K Sell
21,261
-2,565
-11% -$17.8K ﹤0.01% 2509
2023
Q3
$166K Buy
23,826
+2,891
+14% +$26.6K ﹤0.01% 2292
2023
Q2
$201K Sell
20,935
-270
-1% -$2.37K ﹤0.01% 2212
2023
Q1
$193K Buy
21,205
+347
+2% +$3.31K ﹤0.01% 2140
2022
Q4
$187K Buy
+20,858
New +$124K ﹤0.01% 2036
2022
Q3
Sell
-10,345
Closed -$52K 2401
2022
Q2
$52K Buy
+10,345
New +$54.2K ﹤0.01% 2049
2018
Q4
Sell
-9,375
Closed -$411K 2045
2018
Q3
$411K Buy
9,375
+200
+2% +$8.75K ﹤0.01% 1204
2018
Q2
$399K Sell
9,175
-800
-8% -$33.2K ﹤0.01% 1200
2018
Q1
$373K Buy
+9,975
New +$317K ﹤0.01% 1230
2017
Q4
Sell
-33,435
Closed -$1.05M 1970
2017
Q3
$1.05M Buy
33,435
+28,515
+580% +$1.13M ﹤0.01% 693
2017
Q2
$182K Buy
4,920
+1,771
+56% +$67.9K ﹤0.01% 1576
2017
Q1
$107K Buy
+3,149
New +$84K ﹤0.01% 1906
2016
Q4
Sell
-200
Closed -$5K 4754
2016
Q3
$5K Buy
+200
New +$3.54K ﹤0.01% 3880

Other funds holding MOMO