Creative Planning’s Nielsen Holdings plc NLSN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,321
| Closed | -$231K | – | 2664 |
|
|
2022
Q3 | $231K | Buy |
+8,321
| New | +$217K | ﹤0.01% | 1816 |
|
|
2018
Q1 | – | Sell |
-5,605
| Closed | -$204K | – | 2197 |
|
|
2017
Q4 | $204K | Buy |
+5,605
| New | +$213K | ﹤0.01% | 1597 |
|
|
2017
Q3 | – | Sell |
-3,593
| Closed | -$139K | – | 4579 |
|
|
2017
Q2 | $139K | Buy |
3,593
+103
| +3% | +$4.09K | ﹤0.01% | 1755 |
|
|
2017
Q1 | $144K | Buy |
3,490
+1,184
| +51% | +$50.7K | ﹤0.01% | 1717 |
|
|
2016
Q4 | $97K | Sell |
2,306
-1,577
| -41% | -$72.5K | ﹤0.01% | 1896 |
|
|
2016
Q3 | $208K | Buy |
3,883
+801
| +26% | +$42.6K | ﹤0.01% | 1383 |
|
|
2016
Q2 | $160K | Buy |
3,082
+2,312
| +300% | +$122K | ﹤0.01% | 1380 |
|
|
2016
Q1 | $41K | Buy |
770
+60
| +8% | +$2.9K | ﹤0.01% | 2246 |
|
|
2015
Q4 | $33K | Buy |
710
+488
| +220% | +$22.9K | ﹤0.01% | 2461 |
|
|
2015
Q3 | $10K | Buy |
+222
| New | +$10.3K | ﹤0.01% | 3244 |
|
|
2015
Q2 | – | Sell |
-422
| Closed | -$19K | – | 4013 |
|
|
2015
Q1 | $19K | Buy |
422
+200
| +90% | +$8.8K | ﹤0.01% | 2781 |
|
|
2014
Q4 | $10K | Buy |
222
+118
| +113% | +$5.05K | ﹤0.01% | 3154 |
|
|
2014
Q3 | $5K | Buy |
+104
| New | +$4.89K | ﹤0.01% | 3352 |
|
|
2014
Q1 | – | Sell |
-188
| Closed | -$9K | – | 3893 |
|
|
2013
Q4 | $9K | Buy |
+188
| New | +$7.68K | ﹤0.01% | 2639 |
|
