Creative Planning’s PotlatchDeltic PCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,601
| Closed | -$298K | – | 3677 |
|
|
2025
Q1 | $298K | Buy |
+6,601
| New | +$298K | ﹤0.01% | 2751 |
|
|
2024
Q4 | – | Sell |
-5,835
| Closed | -$263K | – | 3630 |
|
|
2024
Q3 | $263K | Buy |
5,835
+699
| +14% | +$31.5K | ﹤0.01% | 2629 |
|
|
2024
Q2 | $202K | Sell |
5,136
-11
| -0.2% | -$433 | ﹤0.01% | 2652 |
|
|
2024
Q1 | $242K | Sell |
5,147
-673
| -12% | -$31.6K | ﹤0.01% | 2416 |
|
|
2023
Q4 | $286K | Buy |
5,820
+4,414
| +314% | +$217K | ﹤0.01% | 2116 |
|
|
2023
Q3 | $63.8K | Sell |
1,406
-3,145
| -69% | -$143K | ﹤0.01% | 2441 |
|
|
2023
Q2 | $241K | Buy |
4,551
+244
| +6% | +$12.9K | ﹤0.01% | 2070 |
|
|
2023
Q1 | $213K | Buy |
+4,307
| New | +$213K | ﹤0.01% | 2076 |
|
|
2017
Q3 | – | Sell |
-1,027
| Closed | -$47K | – | 3085 |
|
|
2017
Q2 | $47K | Hold |
1,027
| – | – | ﹤0.01% | 2543 |
|
|
2017
Q1 | $47K | Sell |
1,027
-60
| -6% | -$2.75K | ﹤0.01% | 2503 |
|
|
2016
Q4 | $45K | Buy |
1,087
+60
| +6% | +$2.48K | ﹤0.01% | 2460 |
|
|
2016
Q3 | $40K | Buy |
1,027
+71
| +7% | +$2.77K | ﹤0.01% | 2515 |
|
|
2016
Q2 | $33K | Hold |
956
| – | – | ﹤0.01% | 2405 |
|
|
2016
Q1 | $30K | Hold |
956
| – | – | ﹤0.01% | 2446 |
|
|
2015
Q4 | $29K | Hold |
956
| – | – | ﹤0.01% | 2544 |
|
|
2015
Q3 | $28K | Buy |
+956
| New | +$28K | ﹤0.01% | 2455 |
|
|
2015
Q2 | – | Sell |
-956
| Closed | -$38K | – | 2329 |
|
|
2015
Q1 | $38K | Hold |
956
| – | – | ﹤0.01% | 2199 |
|
|
2014
Q4 | $40K | Hold |
956
| – | – | ﹤0.01% | 2133 |
|
|
2014
Q3 | $38K | Hold |
956
| – | – | ﹤0.01% | 2090 |
|
|
2014
Q2 | $40K | Sell |
956
-40
| -4% | -$1.67K | ﹤0.01% | 2001 |
|
|
2014
Q1 | $39K | Sell |
996
-51
| -5% | -$2K | ﹤0.01% | 1953 |
|
|
2013
Q4 | $44K | Hold |
1,047
| – | – | ﹤0.01% | 1691 |
|
|
2013
Q3 | $42K | Sell |
1,047
-6,100
| -85% | -$245K | ﹤0.01% | 1619 |
|
|
2013
Q2 | $289K | Buy |
+7,147
| New | +$289K | 0.01% | 559 |
|