Creative Planning’s Nomura Holdings NMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.41M Sell
365,734
-160,081
-30% -$1.05M ﹤0.01% 1189
2025
Q1
$3.23M Sell
525,815
-26,058
-5% -$160K ﹤0.01% 898
2024
Q4
$3.2M Buy
551,873
+135,488
+33% +$784K ﹤0.01% 866
2024
Q3
$2.17M Sell
416,385
-1,817
-0.4% -$9.49K ﹤0.01% 1018
2024
Q2
$2.42M Buy
418,202
+28,585
+7% +$165K ﹤0.01% 909
2024
Q1
$2.5M Buy
389,617
+125,611
+48% +$806K ﹤0.01% 878
2023
Q4
$1.19M Buy
264,006
+86,934
+49% +$392K ﹤0.01% 1146
2023
Q3
$712K Buy
177,072
+55,637
+46% +$224K ﹤0.01% 1330
2023
Q2
$465K Sell
121,435
-34,470
-22% -$132K ﹤0.01% 1589
2023
Q1
$592K Buy
155,905
+91,747
+143% +$349K ﹤0.01% 1355
2022
Q4
$241K Buy
64,158
+7,062
+12% +$26.5K ﹤0.01% 1882
2022
Q3
$188K Buy
57,096
+19,587
+52% +$64.5K ﹤0.01% 1917
2022
Q2
$134K Buy
37,509
+1,956
+6% +$6.99K ﹤0.01% 1928
2022
Q1
$150K Buy
35,553
+6,238
+21% +$26.3K ﹤0.01% 1934
2021
Q4
$127K Buy
29,315
+679
+2% +$2.94K ﹤0.01% 1931
2021
Q3
$141K Buy
28,636
+15,917
+125% +$78.4K ﹤0.01% 1901
2021
Q2
$65K Sell
12,719
-18,798
-60% -$96.1K ﹤0.01% 1898
2021
Q1
$169K Buy
31,517
+3,487
+12% +$18.7K ﹤0.01% 2095
2020
Q4
$149K Sell
28,030
-7,564
-21% -$40.2K ﹤0.01% 1921
2020
Q3
$163K Buy
35,594
+22,738
+177% +$104K ﹤0.01% 1700
2020
Q2
$57K Sell
12,856
-7,448
-37% -$33K ﹤0.01% 1716
2020
Q1
$87K Buy
+20,304
New +$87K ﹤0.01% 1537
2019
Q4
Sell
-11,792
Closed -$50K 1930
2019
Q3
$50K Buy
+11,792
New +$50K ﹤0.01% 1767
2017
Q3
Sell
-613
Closed -$4K 2994
2017
Q2
$4K Sell
613
-1,961
-76% -$12.8K ﹤0.01% 4037
2017
Q1
$16K Hold
2,574
﹤0.01% 3247
2016
Q4
$15K Buy
2,574
+1,961
+320% +$11.4K ﹤0.01% 3229
2016
Q3
$3K Buy
+613
New +$3K ﹤0.01% 3998
2014
Q3
Sell
-110
Closed -$1K 3951
2014
Q2
$1K Buy
+110
New +$1K ﹤0.01% 3536