Creative Planning’s Opko Health OPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $202K | Buy |
176,985
+118,924
| +205% | +$146K | ﹤0.01% | 3727 |
|
|
2025
Q4 | $73.2K | Sell |
58,061
-22,735
| -28% | -$31.6K | ﹤0.01% | 3756 |
|
|
2025
Q3 | $125K | Buy |
80,796
+56,304
| +230% | +$77.3K | ﹤0.01% | 3632 |
|
|
2025
Q2 | $32.3K | Sell |
24,492
-3,605
| -13% | -$4.93K | ﹤0.01% | 3561 |
|
|
2025
Q1 | $46.6K | Buy |
28,097
+3,833
| +16% | +$6.31K | ﹤0.01% | 3353 |
|
|
2024
Q4 | $35.7K | Sell |
24,264
-2,660
| -10% | -$4.07K | ﹤0.01% | 3285 |
|
|
2024
Q3 | $40.1K | Sell |
26,924
-4,562
| -14% | -$6.77K | ﹤0.01% | 3111 |
|
|
2024
Q2 | $39.4K | Buy |
31,486
+7,775
| +33% | +$10.1K | ﹤0.01% | 2944 |
|
|
2024
Q1 | $28.5K | Sell |
23,711
-3,555
| -13% | -$3.56K | ﹤0.01% | 2818 |
|
|
2023
Q4 | $41.2K | Sell |
27,266
-71,479
| -72% | -$103K | ﹤0.01% | 2658 |
|
|
2023
Q3 | $158K | Hold |
98,745
| – | – | ﹤0.01% | 2305 |
|
|
2023
Q2 | $214K | Sell |
98,745
-1,355
| -1% | -$2.12K | ﹤0.01% | 2164 |
|
|
2023
Q1 | $146K | Buy |
100,100
+2,067
| +2% | +$2.66K | ﹤0.01% | 2194 |
|
|
2022
Q4 | $123K | Buy |
98,033
+3,336
| +4% | +$5.26K | ﹤0.01% | 2119 |
|
|
2022
Q3 | $179K | Buy |
94,697
+5,487
| +6% | +$13K | ﹤0.01% | 1942 |
|
|
2022
Q2 | $226K | Buy |
89,210
+3,963
| +5% | +$11.6K | ﹤0.01% | 1806 |
|
|
2022
Q1 | $293K | Sell |
85,247
-298
| -0.3% | -$1.05K | ﹤0.01% | 1657 |
|
|
2021
Q4 | $411K | Sell |
85,545
-122
| -0.1% | -$494 | ﹤0.01% | 1424 |
|
|
2021
Q3 | $313K | Buy |
85,667
+5,273
| +7% | +$19.6K | ﹤0.01% | 1569 |
|
|
2021
Q2 | $326K | Sell |
80,394
-17,646
| -18% | -$69.2K | ﹤0.01% | 1520 |
|
|
2021
Q1 | $421K | Buy |
98,040
+55,258
| +129% | +$264K | ﹤0.01% | 1554 |
|
|
2020
Q4 | $169K | Buy |
42,782
+2,876
| +7% | +$12K | ﹤0.01% | 1951 |
|
|
2020
Q3 | $147K | Sell |
39,906
-116,392
| -74% | -$491K | ﹤0.01% | 1763 |
|
|
2020
Q2 | $533K | Buy |
156,298
+123,847
| +382% | +$277K | ﹤0.01% | 1000 |
|
|
2020
Q1 | $43K | Sell |
32,451
-9,000
| -22% | -$14.1K | ﹤0.01% | 1652 |
|
|
2019
Q4 | $61K | Sell |
41,451
-3,230
| -7% | -$5.41K | ﹤0.01% | 1805 |
|
|
2019
Q3 | $93K | Hold |
44,681
| – | – | ﹤0.01% | 1727 |
|
|
2019
Q2 | $109K | Sell |
44,681
-3,438
| -7% | -$7.5K | ﹤0.01% | 1735 |
|
|
2019
Q1 | $126K | Sell |
48,119
-1,300
| -3% | -$3.94K | ﹤0.01% | 1669 |
|
|
2018
Q4 | $149K | Sell |
49,419
-66,890
| -58% | -$227K | ﹤0.01% | 1569 |
|
|
2018
Q3 | $402K | Buy |
116,309
+5,000
| +4% | +$26.5K | ﹤0.01% | 1216 |
|
|
2018
Q2 | $523K | Sell |
111,309
-1,823
| -2% | -$6.92K | ﹤0.01% | 1048 |
|
|
2018
Q1 | $359K | Sell |
113,132
-850
| -0.7% | -$3.42K | ﹤0.01% | 1252 |
|
|
2017
Q4 | $559K | Sell |
113,982
-48,962
| -30% | -$284K | ﹤0.01% | 1014 |
|
|
2017
Q3 | $1.12M | Sell |
162,944
-1,444
| -0.9% | -$9.11K | 0.01% | 659 |
|
|
2017
Q2 | $1.08M | Buy |
164,388
+4,660
| +3% | +$32.7K | 0.01% | 652 |
|
|
2017
Q1 | $1.28M | Sell |
159,728
-13,045
| -8% | -$110K | 0.01% | 582 |
|
|
2016
Q4 | $1.61M | Buy |
172,773
+3,649
| +2% | +$37.8K | 0.01% | 470 |
|
|
2016
Q3 | $1.79M | Buy |
169,124
+70,999
| +72% | +$707K | 0.01% | 407 |
|
|
2016
Q2 | $916K | Buy |
98,125
+1,658
| +2% | +$16.8K | 0.01% | 546 |
|
|
2016
Q1 | $1M | Sell |
96,467
-28,551
| -23% | -$261K | 0.01% | 509 |
|
|
2015
Q4 | $1.26M | Buy |
125,018
+35,195
| +39% | +$353K | 0.01% | 433 |
|
|
2015
Q3 | $755K | Buy |
89,823
+26,008
| +41% | +$344K | 0.01% | 575 |
|
|
2015
Q2 | $1.03M | Buy |
63,815
+3,945
| +7% | +$61.4K | 0.01% | 462 |
|
|
2015
Q1 | $848K | Sell |
59,870
-59,390
| -50% | -$773K | 0.01% | 520 |
|
|
2014
Q4 | $1.19M | Buy |
119,260
+115,010
| +2,706% | +$984K | 0.01% | 397 |
|
|
2014
Q3 | $36K | Sell |
4,250
-100
| -2% | -$879 | ﹤0.01% | 2150 |
|
|
2014
Q2 | $38K | Buy |
4,350
+100
| +2% | +$873 | ﹤0.01% | 2062 |
|
|
2014
Q1 | $40K | Buy |
4,250
+350
| +9% | +$3.07K | ﹤0.01% | 1943 |
|
|
2013
Q4 | $33K | Buy |
3,900
+400
| +11% | +$4.04K | ﹤0.01% | 1887 |
|
|
2013
Q3 | $31K | Buy |
3,500
+800
| +30% | +$6.42K | ﹤0.01% | 1829 |
|
|
2013
Q2 | $19K | Buy |
+2,700
| New | +$18.6K | ﹤0.01% | 1963 |
|
Other funds holding OPK
RCMNY
VPM
VCM
WCM
