Creative Planning’s Microvision MVIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.7K | Sell |
20,750
-1,246
| -6% | -$1.42K | ﹤0.01% | 3554 |
|
|
2025
Q1 | $27.3K | Buy |
+21,996
| New | +$27.3K | ﹤0.01% | 3362 |
|
|
2024
Q2 | – | Sell |
-12,483
| Closed | -$23K | – | 3052 |
|
|
2024
Q1 | $23K | Buy |
+12,483
| New | +$23K | ﹤0.01% | 2808 |
|
|
2022
Q4 | – | Sell |
-748,538
| Closed | -$2.7M | – | 2439 |
|
|
2022
Q3 | $2.7M | Buy |
748,538
+9,600
| +1% | +$34.7K | ﹤0.01% | 600 |
|
|
2022
Q2 | $2.84M | Buy |
738,938
+6,686
| +0.9% | +$25.7K | ﹤0.01% | 598 |
|
|
2022
Q1 | $3.42M | Sell |
732,252
-34,481
| -4% | -$161K | 0.01% | 555 |
|
|
2021
Q4 | $3.84M | Buy |
766,733
+43,409
| +6% | +$217K | 0.01% | 491 |
|
|
2021
Q3 | $7.99M | Sell |
723,324
-6,370
| -0.9% | -$70.4K | 0.01% | 304 |
|
|
2021
Q2 | $12.2M | Buy |
729,694
+68,489
| +10% | +$1.15M | 0.02% | 236 |
|
|
2021
Q1 | $12.3M | Buy |
661,205
+168,205
| +34% | +$3.12M | 0.02% | 235 |
|
|
2020
Q4 | $2.65M | Buy |
493,000
+112,000
| +29% | +$602K | 0.01% | 559 |
|
|
2020
Q3 | $743K | Buy |
381,000
+125,000
| +49% | +$244K | ﹤0.01% | 927 |
|
|
2020
Q2 | $348K | Buy |
256,000
+150,000
| +142% | +$204K | ﹤0.01% | 1211 |
|
|
2020
Q1 | $18K | Buy |
+106,000
| New | +$18K | ﹤0.01% | 1685 |
|
|
2019
Q3 | – | Sell |
-12,000
| Closed | -$10K | – | 1917 |
|
|
2019
Q2 | $10K | Buy |
+12,000
| New | +$10K | ﹤0.01% | 1872 |
|
|
2017
Q3 | – | Sell |
-6,438
| Closed | -$14K | – | 2955 |
|
|
2017
Q2 | $14K | Buy |
6,438
+125
| +2% | +$272 | ﹤0.01% | 3373 |
|
|
2017
Q1 | $16K | Hold |
6,313
| – | – | ﹤0.01% | 3246 |
|
|
2016
Q4 | $8K | Hold |
6,313
| – | – | ﹤0.01% | 3626 |
|
|
2016
Q3 | $9K | Buy |
6,313
+1,000
| +19% | +$1.43K | ﹤0.01% | 3519 |
|
|
2016
Q2 | $9K | Hold |
5,313
| – | – | ﹤0.01% | 3268 |
|
|
2016
Q1 | $10K | Hold |
5,313
| – | – | ﹤0.01% | 3197 |
|
|
2015
Q4 | $15K | Hold |
5,313
| – | – | ﹤0.01% | 3002 |
|
|
2015
Q3 | $17K | Buy |
+5,313
| New | +$17K | ﹤0.01% | 2833 |
|