Creative Planning’s Newmark Group NMRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$694K Sell
57,080
-7,282
-11% -$88.5K ﹤0.01% 2161
2025
Q1
$783K Buy
64,362
+18,563
+41% +$226K ﹤0.01% 1909
2024
Q4
$587K Buy
45,799
+491
+1% +$6.29K ﹤0.01% 2073
2024
Q3
$704K Buy
45,308
+5,915
+15% +$91.9K ﹤0.01% 1808
2024
Q2
$403K Buy
39,393
+1,131
+3% +$11.6K ﹤0.01% 2113
2024
Q1
$424K Buy
38,262
+767
+2% +$8.51K ﹤0.01% 1969
2023
Q4
$411K Buy
37,495
+1,629
+5% +$17.9K ﹤0.01% 1839
2023
Q3
$231K Buy
35,866
+623
+2% +$4.01K ﹤0.01% 2124
2023
Q2
$219K Buy
35,243
+8,836
+33% +$55K ﹤0.01% 2136
2023
Q1
$187K Buy
26,407
+8,475
+47% +$60K ﹤0.01% 2145
2022
Q4
$143K Buy
17,932
+4,378
+32% +$34.9K ﹤0.01% 2086
2022
Q3
$109K Buy
13,554
+116
+0.9% +$933 ﹤0.01% 1998
2022
Q2
$130K Sell
13,438
-2,935
-18% -$28.4K ﹤0.01% 1933
2022
Q1
$261K Buy
16,373
+1,577
+11% +$25.1K ﹤0.01% 1721
2021
Q4
$277K Buy
14,796
+2,046
+16% +$38.3K ﹤0.01% 1675
2021
Q3
$182K Buy
12,750
+30
+0.2% +$428 ﹤0.01% 1872
2021
Q2
$153K Sell
12,720
-100
-0.8% -$1.2K ﹤0.01% 1821
2021
Q1
$128K Hold
12,820
﹤0.01% 2148
2020
Q4
$93K Sell
12,820
-1,855
-13% -$13.5K ﹤0.01% 1975
2020
Q3
$63K Hold
14,675
﹤0.01% 1837
2020
Q2
$71K Buy
14,675
+4,407
+43% +$21.3K ﹤0.01% 1688
2020
Q1
$44K Buy
+10,268
New +$44K ﹤0.01% 1621
2019
Q3
Sell
-13,603
Closed -$122K 1919
2019
Q2
$122K Sell
13,603
-3,380
-20% -$30.3K ﹤0.01% 1711
2019
Q1
$142K Buy
16,983
+6,005
+55% +$50.2K ﹤0.01% 1633
2018
Q4
$88K Buy
+10,978
New +$88K ﹤0.01% 1633