Creative Planning’s MasTec MTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.62M | Buy |
14,357
+2,090
| +17% | +$566K | ﹤0.01% | 1270 |
|
|
2025
Q4 | $2.67M | Buy |
12,267
+1,388
| +13% | +$291K | ﹤0.01% | 1471 |
|
|
2025
Q3 | $2.32M | Buy |
10,879
+4,658
| +75% | +$853K | ﹤0.01% | 1430 |
|
|
2025
Q2 | $1.06M | Buy |
6,221
+1,033
| +20% | +$149K | ﹤0.01% | 1803 |
|
|
2025
Q1 | $605K | Buy |
5,188
+1,475
| +40% | +$199K | ﹤0.01% | 2116 |
|
|
2024
Q4 | $505K | Buy |
3,713
+804
| +28% | +$108K | ﹤0.01% | 2212 |
|
|
2024
Q3 | $358K | Buy |
2,909
+253
| +10% | +$27.6K | ﹤0.01% | 2380 |
|
|
2024
Q2 | $284K | Buy |
+2,656
| New | +$268K | ﹤0.01% | 2395 |
|
|
2021
Q2 | – | Sell |
-2,348
| Closed | -$220K | – | 2397 |
|
|
2021
Q1 | $220K | Buy |
+2,348
| New | +$201K | ﹤0.01% | 2025 |
|
|
2017
Q3 | – | Sell |
-2,685
| Closed | -$121K | – | 3023 |
|
|
2017
Q2 | $121K | Buy |
2,685
+379
| +16% | +$16.4K | ﹤0.01% | 1852 |
|
|
2017
Q1 | $92K | Buy |
2,306
+1,100
| +91% | +$42.1K | ﹤0.01% | 2017 |
|
|
2016
Q4 | $46K | Buy |
1,206
+985
| +446% | +$33.4K | ﹤0.01% | 2454 |
|
|
2016
Q3 | $7K | Buy |
221
+21
| +11% | +$576 | ﹤0.01% | 3730 |
|
|
2016
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 3753 |
|
|
2016
Q1 | $4K | Buy |
200
+52
| +35% | +$851 | ﹤0.01% | 3706 |
|
|
2015
Q4 | $3K | Hold |
148
| – | – | ﹤0.01% | 3917 |
|
|
2015
Q3 | $2K | Buy |
+148
| New | +$2.58K | ﹤0.01% | 3964 |
|
|
2015
Q2 | – | Sell |
-3,315
| Closed | -$64K | – | 2307 |
|
|
2015
Q1 | $64K | Hold |
3,315
| – | – | ﹤0.01% | 1846 |
|
|
2014
Q4 | $75K | Sell |
3,315
-330
| -9% | -$8.16K | ﹤0.01% | 1723 |
|
|
2014
Q3 | $112K | Buy |
3,645
+253
| +7% | +$7.52K | ﹤0.01% | 1401 |
|
|
2014
Q2 | $105K | Hold |
3,392
| – | – | ﹤0.01% | 1403 |
|
|
2014
Q1 | $147K | Hold |
3,392
| – | – | ﹤0.01% | 1157 |
|
|
2013
Q4 | $111K | Hold |
3,392
| – | – | ﹤0.01% | 1143 |
|
|
2013
Q3 | $103K | Buy |
3,392
+177
| +6% | +$5.81K | ﹤0.01% | 1100 |
|
|
2013
Q2 | $106K | Buy |
+3,215
| New | +$96.9K | ﹤0.01% | 957 |
|
Other funds holding MTZ
PP
VCM
VPM
HCC
LPC
