Creative Planning’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.25M | Buy |
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|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $680K | Sell |
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|
2024
Q4 | $639K | Buy |
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|
2024
Q3 | $591K | Sell |
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|
2024
Q2 | $570K | Buy |
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|
2024
Q1 | $641K | Buy |
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|
2023
Q4 | $523K | Buy |
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|
2023
Q3 | $395K | Buy |
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|
2023
Q2 | $273K | Buy |
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|
2023
Q1 | $218K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $236K | Hold |
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|
2021
Q4 | $250K | Sell |
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|
2021
Q3 | $281K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $253K | Buy |
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|
2020
Q4 | $258K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $227K | Buy |
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|
2020
Q1 | $212K | Sell |
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|
2019
Q4 | $383K | Sell |
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|
2019
Q3 | $394K | Buy |
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|
2019
Q2 | $318K | Buy |
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|
2019
Q1 | $303K | Sell |
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|
2018
Q4 | $344K | Buy |
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|
2018
Q3 | $323K | Sell |
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|
2018
Q2 | $339K | Buy |
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|
2018
Q1 | $267K | Sell |
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|
2017
Q4 | $290K | Sell |
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|
2017
Q3 | $419K | Buy |
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|
2017
Q2 | $415K | Sell |
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|
2017
Q1 | $439K | Buy |
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|
2016
Q4 | $356K | Buy |
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|
2016
Q3 | $341K | Buy |
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|
2016
Q2 | $301K | Sell |
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|
2016
Q1 | $300K | Sell |
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|
2015
Q4 | $319K | Buy |
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|
2015
Q3 | $295K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $477K | Buy |
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|
2014
Q4 | $270K | Buy |
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|
2014
Q3 | $159K | Buy |
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|
2014
Q2 | $159K | Buy |
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|
2014
Q1 | $71K | Hold |
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|
2013
Q4 | $61K | Hold |
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|
2013
Q3 | $52K | Buy |
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|
2013
Q2 | $21K | Buy |
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