Creative Planning’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
58,031
+16,689
| +40% | +$366K | ﹤0.01% | 1652 |
|
|
2025
Q1 | $797K | Sell |
41,342
-39,864
| -49% | -$769K | ﹤0.01% | 1898 |
|
|
2024
Q4 | $1.72M | Buy |
81,206
+23,188
| +40% | +$492K | ﹤0.01% | 1234 |
|
|
2024
Q3 | $1.16M | Buy |
58,018
+7,038
| +14% | +$141K | ﹤0.01% | 1411 |
|
|
2024
Q2 | $952K | Buy |
50,980
+11,645
| +30% | +$217K | ﹤0.01% | 1431 |
|
|
2024
Q1 | $869K | Buy |
39,335
+5,550
| +16% | +$123K | ﹤0.01% | 1420 |
|
|
2023
Q4 | $755K | Buy |
33,785
+22,297
| +194% | +$499K | ﹤0.01% | 1417 |
|
|
2023
Q3 | $247K | Buy |
+11,488
| New | +$247K | ﹤0.01% | 2084 |
|
|
2018
Q4 | – | Sell |
-5,115
| Closed | -$234K | – | 1898 |
|
|
2018
Q3 | $234K | Buy |
+5,115
| New | +$234K | ﹤0.01% | 1557 |
|
|
2017
Q3 | – | Sell |
-375
| Closed | -$14K | – | 3118 |
|
|
2017
Q2 | $14K | Hold |
375
| – | – | ﹤0.01% | 3374 |
|
|
2017
Q1 | $12K | Hold |
375
| – | – | ﹤0.01% | 3441 |
|
|
2016
Q4 | $11K | Sell |
375
-27
| -7% | -$792 | ﹤0.01% | 3440 |
|
|
2016
Q3 | $13K | Buy |
402
+225
| +127% | +$7.28K | ﹤0.01% | 3285 |
|
|
2016
Q2 | $6K | Buy |
177
+55
| +45% | +$1.86K | ﹤0.01% | 3486 |
|
|
2016
Q1 | $4K | Buy |
122
+95
| +352% | +$3.12K | ﹤0.01% | 3649 |
|
|
2015
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 4108 |
|
|
2015
Q3 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 4025 |
|
|
2015
Q2 | – | Sell |
-27
| Closed | -$1K | – | 2367 |
|
|
2015
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 3926 |
|
|
2014
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 3867 |
|
|
2014
Q3 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 3727 |
|