Creative Planning
NOAH

Creative Planning’s Noah Holdings NOAH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$135K Sell
11,321
-5,156
-31% -$61.6K ﹤0.01% 3348
2025
Q1
$156K Sell
16,477
-648
-4% -$6.12K ﹤0.01% 3136
2024
Q4
$201K Buy
17,125
+381
+2% +$4.46K ﹤0.01% 2961
2024
Q3
$206K Buy
+16,744
New +$206K ﹤0.01% 2808
2023
Q1
Sell
-10,826
Closed -$168K 2606
2022
Q4
$168K Buy
+10,826
New +$168K ﹤0.01% 2049
2017
Q3
Sell
-100
Closed -$3K 2998
2017
Q2
$3K Buy
+100
New +$3K ﹤0.01% 4114
2017
Q1
Sell
-135
Closed -$3K 4621
2016
Q4
$3K Buy
+135
New +$3K ﹤0.01% 4059
2015
Q4
Sell
-600
Closed -$14K 4367
2015
Q3
$14K Buy
+600
New +$14K ﹤0.01% 2973
2014
Q4
Sell
-1,000
Closed -$13K 4122
2014
Q3
$13K Hold
1,000
﹤0.01% 2765
2014
Q2
$14K Sell
1,000
-100
-9% -$1.4K ﹤0.01% 2658
2014
Q1
$16K Buy
+1,100
New +$16K ﹤0.01% 2480
2013
Q4
Sell
-469
Closed -$8K 3414
2013
Q3
$8K Buy
+469
New +$8K ﹤0.01% 2557