Creative Planning’s Minerals Technologies MTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Buy |
6,845
+3,287
| +92% | +$181K | ﹤0.01% | 2696 |
|
|
2025
Q1 | $226K | Buy |
3,558
+608
| +21% | +$38.7K | ﹤0.01% | 2957 |
|
|
2024
Q4 | $225K | Buy |
+2,950
| New | +$225K | ﹤0.01% | 2879 |
|
|
2024
Q3 | – | Sell |
-2,783
| Closed | -$231K | – | 3230 |
|
|
2024
Q2 | $231K | Buy |
+2,783
| New | +$231K | ﹤0.01% | 2558 |
|
|
2017
Q3 | – | Sell |
-290
| Closed | -$21K | – | 2944 |
|
|
2017
Q2 | $21K | Buy |
+290
| New | +$21K | ﹤0.01% | 3125 |
|
|
2015
Q1 | – | Sell |
-55
| Closed | -$4K | – | 4164 |
|
|
2014
Q4 | $4K | Hold |
55
| – | – | ﹤0.01% | 3526 |
|
|
2014
Q3 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 3446 |
|