Creative Planning’s Ocugen OCGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.4K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $15K | Buy |
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|
2024
Q2 | $19K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $11.2K | Sell |
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|
2022
Q4 | $18.7K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $82K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $8K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $9K | Hold |
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|
2017
Q1 | $9K | Buy |
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