Creative Planning’s Organogenesis Holdings ORGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$130K Buy
35,392
+16,205
+84% +$59.3K ﹤0.01% 3359
2025
Q1
$82.9K Buy
19,187
+1,154
+6% +$4.99K ﹤0.01% 3264
2024
Q4
$57.7K Sell
18,033
-2,469
-12% -$7.9K ﹤0.01% 3216
2024
Q3
$58.6K Sell
20,502
-1,367
-6% -$3.91K ﹤0.01% 3073
2024
Q2
$61.2K Buy
+21,869
New +$61.2K ﹤0.01% 2888
2023
Q2
Sell
-23,119
Closed -$49.2K 2646
2023
Q1
$49.2K Buy
+23,119
New +$49.2K ﹤0.01% 2320