Creative Planning’s Mine Safety MSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.24M | Buy |
7,537
+1,684
| +29% | +$308K | ﹤0.01% | 2284 |
|
|
2025
Q4 | $937K | Sell |
5,853
-1,015
| -15% | -$165K | ﹤0.01% | 2329 |
|
|
2025
Q3 | $1.18M | Buy |
6,868
+2,146
| +45% | +$371K | ﹤0.01% | 1959 |
|
|
2025
Q2 | $791K | Buy |
4,722
+1,285
| +37% | +$201K | ﹤0.01% | 2060 |
|
|
2025
Q1 | $504K | Buy |
3,437
+986
| +40% | +$157K | ﹤0.01% | 2283 |
|
|
2024
Q4 | $406K | Buy |
2,451
+205
| +9% | +$35.1K | ﹤0.01% | 2417 |
|
|
2024
Q3 | $398K | Buy |
2,246
+114
| +5% | +$20.7K | ﹤0.01% | 2296 |
|
|
2024
Q2 | $400K | Sell |
2,132
-20
| -0.9% | -$3.72K | ﹤0.01% | 2125 |
|
|
2024
Q1 | $417K | Buy |
2,152
+85
| +4% | +$14.9K | ﹤0.01% | 1998 |
|
|
2023
Q4 | $349K | Buy |
2,067
+740
| +56% | +$120K | ﹤0.01% | 1987 |
|
|
2023
Q3 | $209K | Buy |
1,327
+4
| +0.3% | +$687 | ﹤0.01% | 2209 |
|
|
2023
Q2 | $230K | Buy |
+1,323
| New | +$189K | ﹤0.01% | 2110 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$8K | – | 3007 |
|
|
2017
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 3757 |
|
|
2017
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 3800 |
|
|
2016
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 3776 |
|
|
2016
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 3817 |
|
|
2016
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 3654 |
|
|
2016
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 3593 |
|
|
2015
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 3793 |
|
|
2015
Q3 | $4K | Buy |
+100
| New | +$4.65K | ﹤0.01% | 3722 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$5K | – | 2283 |
|
|
2015
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 3542 |
|
|
2014
Q4 | $5K | Buy |
+100
| New | +$5.29K | ﹤0.01% | 3500 |
|
Other funds holding MSA
VPM
RCG
VCM
CB
MGP