Creative Planning’s Ocular Therapeutix OCUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $199K | Buy |
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|
2025
Q1 | $129K | Sell |
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|
2024
Q4 | $160K | Sell |
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|
2024
Q3 | $182K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $73.2K | Buy |
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|
2022
Q4 | $38.9K | Sell |
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|
2022
Q3 | $64K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $428K | Buy |
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|
2020
Q4 | $489K | Buy |
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|
2020
Q3 | $142K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $74K | Buy |
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|
2019
Q3 | $50K | Buy |
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|
2019
Q2 | $52K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $90K | Buy |
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|
2017
Q2 | $72K | Hold |
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|
2017
Q1 | $72K | Buy |
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|
2016
Q4 | $25K | Buy |
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|
2016
Q3 | $7K | Buy |
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