Creative Planning’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.54M | Buy |
73,096
+13,837
| +23% | +$1.24M | 0.01% | 672 |
|
|
2025
Q1 | $4.5M | Buy |
59,259
+2,528
| +4% | +$192K | ﹤0.01% | 750 |
|
|
2024
Q4 | $4.39M | Buy |
56,731
+1,814
| +3% | +$140K | ﹤0.01% | 709 |
|
|
2024
Q3 | $4.01M | Buy |
54,917
+3,475
| +7% | +$254K | ﹤0.01% | 725 |
|
|
2024
Q2 | $3.1M | Buy |
51,442
+351
| +0.7% | +$21.2K | ﹤0.01% | 803 |
|
|
2024
Q1 | $3.22M | Buy |
51,091
+5,153
| +11% | +$325K | ﹤0.01% | 770 |
|
|
2023
Q4 | $2.67M | Buy |
45,938
+4,679
| +11% | +$272K | 0.01% | 787 |
|
|
2023
Q3 | $2M | Buy |
41,259
+5,136
| +14% | +$250K | ﹤0.01% | 846 |
|
|
2023
Q2 | $1.8M | Buy |
36,123
+4,929
| +16% | +$246K | ﹤0.01% | 868 |
|
|
2023
Q1 | $1.71M | Sell |
31,194
-2,478
| -7% | -$135K | ﹤0.01% | 840 |
|
|
2022
Q4 | $2.07M | Buy |
33,672
+6,049
| +22% | +$371K | ﹤0.01% | 734 |
|
|
2022
Q3 | $1.57M | Buy |
27,623
+2,438
| +10% | +$138K | ﹤0.01% | 770 |
|
|
2022
Q2 | $1.28M | Buy |
25,185
+5,568
| +28% | +$283K | ﹤0.01% | 868 |
|
|
2022
Q1 | $1.17M | Sell |
19,617
-543
| -3% | -$32.2K | ﹤0.01% | 917 |
|
|
2021
Q4 | $1.41M | Sell |
20,160
-4,788
| -19% | -$335K | ﹤0.01% | 803 |
|
|
2021
Q3 | $1.61M | Sell |
24,948
-7,965
| -24% | -$512K | ﹤0.01% | 751 |
|
|
2021
Q2 | $1.93M | Sell |
32,913
-15,468
| -32% | -$907K | ﹤0.01% | 696 |
|
|
2021
Q1 | $2.38M | Sell |
48,381
-4,299
| -8% | -$211K | ﹤0.01% | 646 |
|
|
2020
Q4 | $2.33M | Buy |
52,680
+21,426
| +69% | +$948K | 0.01% | 602 |
|
|
2020
Q3 | $1.28M | Buy |
31,254
+2,214
| +8% | +$90.5K | ﹤0.01% | 708 |
|
|
2020
Q2 | $1.16M | Sell |
29,040
-3,099
| -10% | -$123K | ﹤0.01% | 683 |
|
|
2020
Q1 | $1.02M | Buy |
32,139
+579
| +2% | +$18.3K | ﹤0.01% | 634 |
|
|
2019
Q4 | $1.13M | Buy |
31,560
+1,962
| +7% | +$70.1K | ﹤0.01% | 729 |
|
|
2019
Q3 | $980K | Sell |
29,598
-1,185
| -4% | -$39.2K | ﹤0.01% | 766 |
|
|
2019
Q2 | $987K | Sell |
30,783
-33
| -0.1% | -$1.06K | ﹤0.01% | 761 |
|
|
2019
Q1 | $899K | Sell |
30,816
-489
| -2% | -$14.3K | ﹤0.01% | 774 |
|
|
2018
Q4 | $851K | Buy |
31,305
+138
| +0.4% | +$3.75K | ﹤0.01% | 722 |
|
|
2018
Q3 | $891K | Buy |
31,167
+1,263
| +4% | +$36.1K | ﹤0.01% | 806 |
|
|
2018
Q2 | $910K | Buy |
29,904
+525
| +2% | +$16K | ﹤0.01% | 790 |
|
|
2018
Q1 | $844K | Buy |
29,379
+1,002
| +4% | +$28.8K | ﹤0.01% | 822 |
|
|
2017
Q4 | $727K | Buy |
28,377
+645
| +2% | +$16.5K | ﹤0.01% | 868 |
|
|
2017
Q3 | $717K | Buy |
27,732
+2,529
| +10% | +$65.4K | ﹤0.01% | 860 |
|
|
2017
Q2 | $601K | Sell |
25,203
-690
| -3% | -$16.5K | ﹤0.01% | 920 |
|
|
2017
Q1 | $599K | Buy |
25,893
+2,454
| +10% | +$56.8K | ﹤0.01% | 894 |
|
|
2016
Q4 | $524K | Sell |
23,439
-5,547
| -19% | -$124K | ﹤0.01% | 892 |
|
|
2016
Q3 | $653K | Sell |
28,986
-3,705
| -11% | -$83.5K | ﹤0.01% | 759 |
|
|
2016
Q2 | $705K | Buy |
32,691
+4,356
| +15% | +$93.9K | 0.01% | 638 |
|
|
2016
Q1 | $627K | Buy |
28,335
+1,791
| +7% | +$39.6K | ﹤0.01% | 669 |
|
|
2015
Q4 | $515K | Buy |
26,544
+5,457
| +26% | +$106K | ﹤0.01% | 737 |
|
|
2015
Q3 | $375K | Buy |
+21,087
| New | +$375K | ﹤0.01% | 859 |
|
|
2015
Q2 | – | Sell |
-20,346
| Closed | -$345K | – | 2225 |
|
|
2015
Q1 | $345K | Sell |
20,346
-3,660
| -15% | -$62.1K | ﹤0.01% | 923 |
|
|
2014
Q4 | $384K | Buy |
24,006
+90
| +0.4% | +$1.44K | ﹤0.01% | 803 |
|
|
2014
Q3 | $338K | Buy |
23,916
+618
| +3% | +$8.73K | ﹤0.01% | 812 |
|
|
2014
Q2 | $300K | Sell |
23,298
-411
| -2% | -$5.29K | ﹤0.01% | 839 |
|
|
2014
Q1 | $292K | Buy |
23,709
+447
| +2% | +$5.51K | ﹤0.01% | 830 |
|
|
2013
Q4 | $309K | Buy |
23,262
+10,650
| +84% | +$141K | 0.01% | 667 |
|
|
2013
Q3 | $135K | Sell |
12,612
-720
| -5% | -$7.71K | ﹤0.01% | 942 |
|
|
2013
Q2 | $146K | Buy |
+13,332
| New | +$146K | ﹤0.01% | 788 |
|