Creative Planning’s Marqeta MQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.78M Sell
304,680
-94,059
-24% -$548K ﹤0.01% 1409
2025
Q1
$1.64M Buy
398,739
+110,278
+38% +$454K ﹤0.01% 1331
2024
Q4
$1.09M Buy
288,461
+229,586
+390% +$870K ﹤0.01% 1583
2024
Q3
$290K Sell
58,875
-14,049
-19% -$69.1K ﹤0.01% 2546
2024
Q2
$400K Buy
72,924
+27,691
+61% +$152K ﹤0.01% 2118
2024
Q1
$270K Buy
45,233
+13,399
+42% +$79.9K ﹤0.01% 2330
2023
Q4
$222K Buy
31,834
+5,636
+22% +$39.3K ﹤0.01% 2327
2023
Q3
$157K Buy
26,198
+11,356
+77% +$67.9K ﹤0.01% 2300
2023
Q2
$72.3K Buy
14,842
+963
+7% +$4.69K ﹤0.01% 2382
2023
Q1
$63.4K Buy
+13,879
New +$63.4K ﹤0.01% 2288