Creative Planning’s Materion MTRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Sell |
4,032
-6,156
| -60% | -$489K | ﹤0.01% | 2835 |
|
|
2025
Q1 | $831K | Buy |
10,188
+10,091
| +10,403% | +$823K | ﹤0.01% | 1860 |
|
|
2024
Q4 | $9.59K | Sell |
97
-2,695
| -97% | -$266K | ﹤0.01% | 3370 |
|
|
2024
Q3 | $312K | Buy |
2,792
+776
| +38% | +$86.8K | ﹤0.01% | 2483 |
|
|
2024
Q2 | $218K | Sell |
2,016
-84
| -4% | -$9.08K | ﹤0.01% | 2603 |
|
|
2024
Q1 | $277K | Buy |
2,100
+473
| +29% | +$62.3K | ﹤0.01% | 2309 |
|
|
2023
Q4 | $212K | Buy |
+1,627
| New | +$212K | ﹤0.01% | 2371 |
|
|
2023
Q2 | – | Sell |
-3
| Closed | -$348 | – | 2628 |
|
|
2023
Q1 | $348 | Buy |
+3
| New | +$348 | ﹤0.01% | 2506 |
|
|
2017
Q1 | – | Sell |
-100
| Closed | -$4K | – | 4612 |
|
|
2016
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 3962 |
|
|
2016
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 3996 |
|
|
2016
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 3927 |
|
|
2016
Q1 | – | Sell |
-300
| Closed | -$8K | – | 4309 |
|
|
2015
Q4 | $8K | Buy |
300
+100
| +50% | +$2.67K | ﹤0.01% | 3367 |
|
|
2015
Q3 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 3476 |
|
|
2015
Q2 | – | Sell |
-200
| Closed | -$8K | – | 2195 |
|
|
2015
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 3261 |
|
|
2014
Q4 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 3257 |
|