Creative Planning’s Ocular Therapeutix OCUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $199K | Buy |
21,410
+3,791
| +22% | +$35.2K | ﹤0.01% | 3213 |
|
|
2025
Q1 | $129K | Sell |
17,619
-1,084
| -6% | -$7.95K | ﹤0.01% | 3186 |
|
|
2024
Q4 | $160K | Sell |
18,703
-2,244
| -11% | -$19.2K | ﹤0.01% | 3035 |
|
|
2024
Q3 | $182K | Buy |
+20,947
| New | +$182K | ﹤0.01% | 2873 |
|
|
2023
Q2 | – | Sell |
-13,889
| Closed | -$73.2K | – | 2643 |
|
|
2023
Q1 | $73.2K | Buy |
13,889
+50
| +0.4% | +$263 | ﹤0.01% | 2272 |
|
|
2022
Q4 | $38.9K | Sell |
13,839
-1,555
| -10% | -$4.37K | ﹤0.01% | 2241 |
|
|
2022
Q3 | $64K | Buy |
+15,394
| New | +$64K | ﹤0.01% | 2072 |
|
|
2021
Q2 | – | Sell |
-26,083
| Closed | -$428K | – | 2231 |
|
|
2021
Q1 | $428K | Buy |
26,083
+2,483
| +11% | +$40.7K | ﹤0.01% | 1519 |
|
|
2020
Q4 | $489K | Buy |
23,600
+5,000
| +27% | +$104K | ﹤0.01% | 1304 |
|
|
2020
Q3 | $142K | Buy |
+18,600
| New | +$142K | ﹤0.01% | 1739 |
|
|
2020
Q1 | – | Sell |
-18,713
| Closed | -$74K | – | 1865 |
|
|
2019
Q4 | $74K | Buy |
18,713
+2,313
| +14% | +$9.15K | ﹤0.01% | 1767 |
|
|
2019
Q3 | $50K | Buy |
16,400
+4,500
| +38% | +$13.7K | ﹤0.01% | 1768 |
|
|
2019
Q2 | $52K | Buy |
+11,900
| New | +$52K | ﹤0.01% | 1786 |
|
|
2017
Q4 | – | Sell |
-14,600
| Closed | -$90K | – | 1946 |
|
|
2017
Q3 | $90K | Buy |
14,600
+6,800
| +87% | +$41.9K | ﹤0.01% | 1714 |
|
|
2017
Q2 | $72K | Hold |
7,800
| – | – | ﹤0.01% | 2209 |
|
|
2017
Q1 | $72K | Buy |
7,800
+4,800
| +160% | +$44.3K | ﹤0.01% | 2172 |
|
|
2016
Q4 | $25K | Buy |
3,000
+2,000
| +200% | +$16.7K | ﹤0.01% | 2892 |
|
|
2016
Q3 | $7K | Buy |
+1,000
| New | +$7K | ﹤0.01% | 3657 |
|