Creative Planning’s Noodles & Co NDLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $147K | Buy |
206,710
+286
| +0.1% | +$204 | ﹤0.01% | 3321 |
|
|
2025
Q1 | $225K | Hold |
206,424
| – | – | ﹤0.01% | 2962 |
|
|
2024
Q4 | $119K | Buy |
206,424
+74,294
| +56% | +$43K | ﹤0.01% | 3113 |
|
|
2024
Q3 | $159K | Buy |
132,130
+60,000
| +83% | +$72K | ﹤0.01% | 2913 |
|
|
2024
Q2 | $114K | Hold |
72,130
| – | – | ﹤0.01% | 2802 |
|
|
2024
Q1 | $138K | Sell |
72,130
-15,304
| -18% | -$29.2K | ﹤0.01% | 2637 |
|
|
2023
Q4 | $275K | Buy |
87,434
+15,304
| +21% | +$48.2K | ﹤0.01% | 2144 |
|
|
2023
Q3 | $177K | Sell |
72,130
-40,000
| -36% | -$98.4K | ﹤0.01% | 2267 |
|
|
2023
Q2 | $379K | Buy |
112,130
+40,000
| +55% | +$135K | ﹤0.01% | 1727 |
|
|
2023
Q1 | $350K | Hold |
72,130
| – | – | ﹤0.01% | 1693 |
|
|
2022
Q4 | $396K | Sell |
72,130
-6,900
| -9% | -$37.9K | ﹤0.01% | 1544 |
|
|
2022
Q3 | $371K | Buy |
79,030
+2,030
| +3% | +$9.53K | ﹤0.01% | 1511 |
|
|
2022
Q2 | $362K | Buy |
77,000
+1,000
| +1% | +$4.7K | ﹤0.01% | 1480 |
|
|
2022
Q1 | $454K | Buy |
76,000
+2,000
| +3% | +$11.9K | ﹤0.01% | 1373 |
|
|
2021
Q4 | $671K | Hold |
74,000
| – | – | ﹤0.01% | 1142 |
|
|
2021
Q3 | $873K | Hold |
74,000
| – | – | ﹤0.01% | 1012 |
|
|
2021
Q2 | $924K | Hold |
74,000
| – | – | ﹤0.01% | 960 |
|
|
2021
Q1 | $766K | Hold |
74,000
| – | – | ﹤0.01% | 1168 |
|
|
2020
Q4 | $585K | Hold |
74,000
| – | – | ﹤0.01% | 1209 |
|
|
2020
Q3 | $508K | Buy |
74,000
+2,000
| +3% | +$13.7K | ﹤0.01% | 1110 |
|
|
2020
Q2 | $436K | Sell |
72,000
-150
| -0.2% | -$908 | ﹤0.01% | 1089 |
|
|
2020
Q1 | $340K | Sell |
72,150
-200
| -0.3% | -$942 | ﹤0.01% | 1115 |
|
|
2019
Q4 | $401K | Buy |
72,350
+200
| +0.3% | +$1.11K | ﹤0.01% | 1226 |
|
|
2019
Q3 | $408K | Hold |
72,150
| – | – | ﹤0.01% | 1179 |
|
|
2019
Q2 | $569K | Hold |
72,150
| – | – | ﹤0.01% | 1006 |
|
|
2019
Q1 | $491K | Hold |
72,150
| – | – | ﹤0.01% | 1028 |
|
|
2018
Q4 | $504K | Hold |
72,150
| – | – | ﹤0.01% | 960 |
|
|
2018
Q3 | $873K | Hold |
72,150
| – | – | ﹤0.01% | 812 |
|
|
2018
Q2 | $887K | Hold |
72,150
| – | – | ﹤0.01% | 802 |
|
|
2018
Q1 | $545K | Hold |
72,150
| – | – | ﹤0.01% | 1029 |
|
|
2017
Q4 | $379K | Hold |
72,150
| – | – | ﹤0.01% | 1222 |
|
|
2017
Q3 | $317K | Hold |
72,150
| – | – | ﹤0.01% | 1288 |
|
|
2017
Q2 | $281K | Buy |
72,150
+72,000
| +48,000% | +$280K | ﹤0.01% | 1311 |
|
|
2017
Q1 | $1K | Hold |
150
| – | – | ﹤0.01% | 4353 |
|
|
2016
Q4 | $1K | Sell |
150
-250
| -63% | -$1.67K | ﹤0.01% | 4310 |
|
|
2016
Q3 | $2K | Hold |
400
| – | – | ﹤0.01% | 4105 |
|
|
2016
Q2 | $4K | Hold |
400
| – | – | ﹤0.01% | 3675 |
|
|
2016
Q1 | $5K | Hold |
400
| – | – | ﹤0.01% | 3542 |
|
|
2015
Q4 | $4K | Hold |
400
| – | – | ﹤0.01% | 3720 |
|
|
2015
Q3 | $6K | Buy |
+400
| New | +$6K | ﹤0.01% | 3477 |
|
|
2015
Q2 | – | Sell |
-750
| Closed | -$13K | – | 2226 |
|
|
2015
Q1 | $13K | Buy |
750
+500
| +200% | +$8.67K | ﹤0.01% | 2990 |
|
|
2014
Q4 | $7K | Hold |
250
| – | – | ﹤0.01% | 3260 |
|
|
2014
Q3 | $5K | Sell |
250
-300
| -55% | -$6K | ﹤0.01% | 3238 |
|
|
2014
Q2 | $19K | Sell |
550
-800
| -59% | -$27.6K | ﹤0.01% | 2485 |
|
|
2014
Q1 | $53K | Hold |
1,350
| – | – | ﹤0.01% | 1758 |
|
|
2013
Q4 | $48K | Buy |
+1,350
| New | +$48K | ﹤0.01% | 1631 |
|