Creative Planning’s New York Times NYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $709K | Buy |
12,670
+2,035
| +19% | +$114K | ﹤0.01% | 2141 |
|
|
2025
Q1 | $528K | Sell |
10,635
-605
| -5% | -$30K | ﹤0.01% | 2229 |
|
|
2024
Q4 | $585K | Buy |
11,240
+337
| +3% | +$17.5K | ﹤0.01% | 2074 |
|
|
2024
Q3 | $607K | Buy |
10,903
+520
| +5% | +$29K | ﹤0.01% | 1935 |
|
|
2024
Q2 | $532K | Buy |
10,383
+912
| +10% | +$46.7K | ﹤0.01% | 1886 |
|
|
2024
Q1 | $409K | Buy |
9,471
+3,709
| +64% | +$160K | ﹤0.01% | 2002 |
|
|
2023
Q4 | $282K | Buy |
5,762
+703
| +14% | +$34.4K | ﹤0.01% | 2128 |
|
|
2023
Q3 | $208K | Buy |
+5,059
| New | +$208K | ﹤0.01% | 2205 |
|
|
2023
Q2 | – | Sell |
-5,712
| Closed | -$222K | – | 2640 |
|
|
2023
Q1 | $222K | Buy |
+5,712
| New | +$222K | ﹤0.01% | 2040 |
|
|
2017
Q3 | – | Sell |
-1,205
| Closed | -$21K | – | 3031 |
|
|
2017
Q2 | $21K | Hold |
1,205
| – | – | ﹤0.01% | 3127 |
|
|
2017
Q1 | $17K | Sell |
1,205
-100
| -8% | -$1.41K | ﹤0.01% | 3198 |
|
|
2016
Q4 | $17K | Buy |
1,305
+351
| +37% | +$4.57K | ﹤0.01% | 3138 |
|
|
2016
Q3 | $11K | Hold |
954
| – | – | ﹤0.01% | 3400 |
|
|
2016
Q2 | $12K | Buy |
954
+72
| +8% | +$906 | ﹤0.01% | 3092 |
|
|
2016
Q1 | $11K | Hold |
882
| – | – | ﹤0.01% | 3140 |
|
|
2015
Q4 | $12K | Buy |
882
+100
| +13% | +$1.36K | ﹤0.01% | 3142 |
|
|
2015
Q3 | $9K | Buy |
+782
| New | +$9K | ﹤0.01% | 3236 |
|
|
2015
Q2 | – | Sell |
-1,034
| Closed | -$14K | – | 2280 |
|
|
2015
Q1 | $14K | Buy |
1,034
+252
| +32% | +$3.41K | ﹤0.01% | 2946 |
|
|
2014
Q4 | $10K | Sell |
782
-200
| -20% | -$2.56K | ﹤0.01% | 3081 |
|
|
2014
Q3 | $11K | Buy |
982
+282
| +40% | +$3.16K | ﹤0.01% | 2858 |
|
|
2014
Q2 | $11K | Buy |
700
+400
| +133% | +$6.29K | ﹤0.01% | 2766 |
|
|
2014
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 3022 |
|
|
2013
Q4 | $5K | Sell |
300
-300
| -50% | -$5K | ﹤0.01% | 2843 |
|
|
2013
Q3 | $8K | Buy |
600
+300
| +100% | +$4K | ﹤0.01% | 2558 |
|
|
2013
Q2 | $3K | Buy |
+300
| New | +$3K | ﹤0.01% | 2718 |
|