Creative Planning’s Noodles & Co NDLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-12,089
| Closed | -$68.3K | – | 4165 |
|
|
2025
Q4 | $68.3K | Sell |
12,089
-13,750
| -53% | -$78.1K | ﹤0.01% | 3764 |
|
|
2025
Q3 | $131K | Hold |
25,839
| – | – | ﹤0.01% | 3622 |
|
|
2025
Q2 | $147K | Buy |
25,839
+36
| +0.1% | +$251 | ﹤0.01% | 3336 |
|
|
2025
Q1 | $225K | Hold |
25,803
| – | – | ﹤0.01% | 2969 |
|
|
2024
Q4 | $119K | Buy |
25,803
+9,287
| +56% | +$67.9K | ﹤0.01% | 3123 |
|
|
2024
Q3 | $159K | Buy |
16,516
+7,500
| +83% | +$91K | ﹤0.01% | 2913 |
|
|
2024
Q2 | $114K | Hold |
9,016
| – | – | ﹤0.01% | 2816 |
|
|
2024
Q1 | $138K | Sell |
9,016
-1,913
| -18% | -$37.3K | ﹤0.01% | 2648 |
|
|
2023
Q4 | $275K | Buy |
10,929
+1,913
| +21% | +$41.8K | ﹤0.01% | 2150 |
|
|
2023
Q3 | $177K | Sell |
9,016
-5,000
| -36% | -$121K | ﹤0.01% | 2274 |
|
|
2023
Q2 | $379K | Buy |
14,016
+5,000
| +55% | +$163K | ﹤0.01% | 1734 |
|
|
2023
Q1 | $350K | Hold |
9,016
| – | – | ﹤0.01% | 1699 |
|
|
2022
Q4 | $396K | Sell |
9,016
-863
| -9% | -$37.8K | ﹤0.01% | 1551 |
|
|
2022
Q3 | $371K | Buy |
9,879
+254
| +3% | +$10.1K | ﹤0.01% | 1520 |
|
|
2022
Q2 | $362K | Buy |
9,625
+125
| +1% | +$5.55K | ﹤0.01% | 1486 |
|
|
2022
Q1 | $454K | Buy |
9,500
+250
| +3% | +$15.3K | ﹤0.01% | 1375 |
|
|
2021
Q4 | $671K | Hold |
9,250
| – | – | ﹤0.01% | 1142 |
|
|
2021
Q3 | $873K | Hold |
9,250
| – | – | ﹤0.01% | 1012 |
|
|
2021
Q2 | $924K | Hold |
9,250
| – | – | ﹤0.01% | 960 |
|
|
2021
Q1 | $766K | Hold |
9,250
| – | – | ﹤0.01% | 1187 |
|
|
2020
Q4 | $585K | Hold |
9,250
| – | – | ﹤0.01% | 1228 |
|
|
2020
Q3 | $508K | Buy |
9,250
+250
| +3% | +$14.4K | ﹤0.01% | 1126 |
|
|
2020
Q2 | $436K | Sell |
9,000
-19
| -0.2% | -$807 | ﹤0.01% | 1101 |
|
|
2020
Q1 | $340K | Sell |
9,019
-25
| -0.3% | -$1.33K | ﹤0.01% | 1126 |
|
|
2019
Q4 | $401K | Buy |
9,044
+25
| +0.3% | +$1.1K | ﹤0.01% | 1235 |
|
|
2019
Q3 | $408K | Hold |
9,019
| – | – | ﹤0.01% | 1185 |
|
|
2019
Q2 | $569K | Hold |
9,019
| – | – | ﹤0.01% | 1011 |
|
|
2019
Q1 | $491K | Hold |
9,019
| – | – | ﹤0.01% | 1033 |
|
|
2018
Q4 | $504K | Hold |
9,019
| – | – | ﹤0.01% | 965 |
|
|
2018
Q3 | $873K | Hold |
9,019
| – | – | ﹤0.01% | 818 |
|
|
2018
Q2 | $887K | Hold |
9,019
| – | – | ﹤0.01% | 809 |
|
|
2018
Q1 | $545K | Hold |
9,019
| – | – | ﹤0.01% | 1039 |
|
|
2017
Q4 | $379K | Hold |
9,019
| – | – | ﹤0.01% | 1232 |
|
|
2017
Q3 | $317K | Hold |
9,019
| – | – | ﹤0.01% | 1300 |
|
|
2017
Q2 | $281K | Buy |
9,019
+9,000
| +47,368% | +$351K | ﹤0.01% | 1323 |
|
|
2017
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 4470 |
|
|
2016
Q4 | $1K | Sell |
19
-31
| -62% | -$1.11K | ﹤0.01% | 4461 |
|
|
2016
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 4234 |
|
|
2016
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 3755 |
|
|
2016
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 3595 |
|
|
2015
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 3795 |
|
|
2015
Q3 | $6K | Buy |
+50
| New | +$5.45K | ﹤0.01% | 3521 |
|
|
2015
Q2 | – | Sell |
-94
| Closed | -$13K | – | 2333 |
|
|
2015
Q1 | $13K | Buy |
94
+63
| +203% | +$11.3K | ﹤0.01% | 3026 |
|
|
2014
Q4 | $7K | Hold |
31
| – | – | ﹤0.01% | 3323 |
|
|
2014
Q3 | $5K | Sell |
31
-38
| -55% | -$7.32K | ﹤0.01% | 3301 |
|
|
2014
Q2 | $19K | Sell |
69
-100
| -59% | -$27.5K | ﹤0.01% | 2520 |
|
|
2014
Q1 | $53K | Hold |
169
| – | – | ﹤0.01% | 1766 |
|
|
2013
Q4 | $48K | Buy |
+169
| New | +$56.1K | ﹤0.01% | 1631 |
|
Other funds holding NDLS
MRCM
NCM
VCM
VFT
CC
