Creative Planning’s National Research Corp NRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $940K | Sell |
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|
2025
Q2 | $2.48M | Buy |
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|
2025
Q1 | $450K | Sell |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $813K | Buy |
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|
2024
Q2 | $280K | Buy |
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|
2024
Q1 | $203K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $8.96K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $7K | Hold |
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|
2017
Q1 | $5K | Hold |
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|
2016
Q4 | $5K | Hold |
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|
2016
Q3 | $4K | Buy |
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