Creative Planning’s Medical Properties Trust MPW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$709K Sell
164,440
-10,234
-6% -$44.1K ﹤0.01% 2142
2025
Q1
$1.05M Buy
174,674
+11,145
+7% +$67.2K ﹤0.01% 1674
2024
Q4
$646K Sell
163,529
-14,727
-8% -$58.2K ﹤0.01% 1988
2024
Q3
$1.04M Sell
178,256
-148,037
-45% -$866K ﹤0.01% 1484
2024
Q2
$1.41M Buy
326,293
+97,546
+43% +$420K ﹤0.01% 1175
2024
Q1
$1.08M Sell
228,747
-2,264
-1% -$10.6K ﹤0.01% 1287
2023
Q4
$1.13M Buy
231,011
+77,267
+50% +$379K ﹤0.01% 1165
2023
Q3
$838K Buy
153,744
+19,609
+15% +$107K ﹤0.01% 1255
2023
Q2
$1.24M Buy
134,135
+60,968
+83% +$565K ﹤0.01% 1015
2023
Q1
$601K Sell
73,167
-14,279
-16% -$117K ﹤0.01% 1348
2022
Q4
$974K Sell
87,446
-14,975
-15% -$167K ﹤0.01% 1046
2022
Q3
$1.22M Sell
102,421
-3,336
-3% -$39.6K ﹤0.01% 880
2022
Q2
$1.62M Buy
105,757
+282
+0.3% +$4.31K ﹤0.01% 787
2022
Q1
$2.23M Buy
105,475
+2,554
+2% +$54K ﹤0.01% 680
2021
Q4
$2.43M Buy
102,921
+1,791
+2% +$42.3K ﹤0.01% 631
2021
Q3
$2.03M Buy
101,130
+3,636
+4% +$73K ﹤0.01% 682
2021
Q2
$1.96M Sell
97,494
-9,463
-9% -$190K ﹤0.01% 690
2021
Q1
$2.28M Sell
106,957
-7,938
-7% -$169K ﹤0.01% 661
2020
Q4
$2.5M Sell
114,895
-4,368
-4% -$95.2K 0.01% 575
2020
Q3
$2.1M Sell
119,263
-12,376
-9% -$218K 0.01% 540
2020
Q2
$2.48M Buy
131,639
+5,413
+4% +$102K 0.01% 430
2020
Q1
$2.18M Buy
126,226
+21,718
+21% +$375K 0.01% 403
2019
Q4
$2.21M Sell
104,508
-921
-0.9% -$19.4K 0.01% 482
2019
Q3
$2.06M Buy
105,429
+2,340
+2% +$45.8K 0.01% 479
2019
Q2
$1.8M Buy
103,089
+71,675
+228% +$1.25M 0.01% 532
2019
Q1
$581K Sell
31,414
-102
-0.3% -$1.89K ﹤0.01% 955
2018
Q4
$507K Sell
31,516
-15,229
-33% -$245K ﹤0.01% 957
2018
Q3
$697K Sell
46,745
-1,333
-3% -$19.9K ﹤0.01% 905
2018
Q2
$675K Buy
48,078
+5,227
+12% +$73.4K ﹤0.01% 921
2018
Q1
$557K Sell
42,851
-22,201
-34% -$289K ﹤0.01% 1015
2017
Q4
$896K Buy
65,052
+34,762
+115% +$479K ﹤0.01% 787
2017
Q3
$398K Buy
30,290
+2,736
+10% +$36K ﹤0.01% 1148
2017
Q2
$355K Buy
27,554
+185
+0.7% +$2.38K ﹤0.01% 1178
2017
Q1
$353K Sell
27,369
-137
-0.5% -$1.77K ﹤0.01% 1164
2016
Q4
$338K Buy
27,506
+1,355
+5% +$16.7K ﹤0.01% 1127
2016
Q3
$386K Buy
26,151
+16,282
+165% +$240K ﹤0.01% 1027
2016
Q2
$150K Buy
9,869
+550
+6% +$8.36K ﹤0.01% 1416
2016
Q1
$121K Sell
9,319
-121
-1% -$1.57K ﹤0.01% 1509
2015
Q4
$109K Buy
9,440
+1,850
+24% +$21.4K ﹤0.01% 1567
2015
Q3
$84K Buy
+7,590
New +$84K ﹤0.01% 1683
2015
Q2
Sell
-8,636
Closed -$127K 2171
2015
Q1
$127K Sell
8,636
-503
-6% -$7.4K ﹤0.01% 1435
2014
Q4
$126K Buy
9,139
+7,199
+371% +$99.3K ﹤0.01% 1409
2014
Q3
$24K Sell
1,940
-1,491
-43% -$18.4K ﹤0.01% 2395
2014
Q2
$45K Sell
3,431
-2,520
-42% -$33.1K ﹤0.01% 1911
2014
Q1
$76K Buy
5,951
+1,025
+21% +$13.1K ﹤0.01% 1548
2013
Q4
$60K Buy
4,926
+1,260
+34% +$15.3K ﹤0.01% 1479
2013
Q3
$45K Sell
3,666
-1,361
-27% -$16.7K ﹤0.01% 1575
2013
Q2
$72K Buy
+5,027
New +$72K ﹤0.01% 1172