Creative Planning’s PDF Solutions PDFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $828K | Buy |
38,734
+2,145
| +6% | +$45.9K | ﹤0.01% | 2010 |
|
|
2025
Q1 | $699K | Buy |
36,589
+24,571
| +204% | +$470K | ﹤0.01% | 1998 |
|
|
2024
Q4 | $325K | Buy |
12,018
+1,242
| +12% | +$33.6K | ﹤0.01% | 2582 |
|
|
2024
Q3 | $341K | Buy |
+10,776
| New | +$341K | ﹤0.01% | 2419 |
|
|
2013
Q4 | – | Sell |
-574
| Closed | -$12K | – | 3423 |
|
|
2013
Q3 | $12K | Buy |
574
+239
| +71% | +$5K | ﹤0.01% | 2361 |
|
|
2013
Q2 | $6K | Buy |
+335
| New | +$6K | ﹤0.01% | 2482 |
|