Creative Planning’s Plexus PLXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.46M | Buy |
41,748
+8,684
| +26% | +$1.65M | 0.01% | 810 |
|
|
2025
Q4 | $4.86M | Buy |
33,064
+6,073
| +23% | +$890K | ﹤0.01% | 1025 |
|
|
2025
Q3 | $3.91M | Buy |
26,991
+6,849
| +34% | +$925K | ﹤0.01% | 1025 |
|
|
2025
Q2 | $2.73M | Buy |
20,142
+2,832
| +16% | +$363K | ﹤0.01% | 1099 |
|
|
2025
Q1 | $2.22M | Sell |
17,310
-646
| -4% | -$90.8K | ﹤0.01% | 1113 |
|
|
2024
Q4 | $2.81M | Buy |
17,956
+3,340
| +23% | +$511K | ﹤0.01% | 937 |
|
|
2024
Q3 | $2M | Buy |
14,616
+5,245
| +56% | +$637K | ﹤0.01% | 1054 |
|
|
2024
Q2 | $967K | Buy |
9,371
+2,999
| +47% | +$309K | ﹤0.01% | 1421 |
|
|
2024
Q1 | $604K | Buy |
6,372
+158
| +3% | +$15.2K | ﹤0.01% | 1709 |
|
|
2023
Q4 | $672K | Buy |
6,214
+3,778
| +155% | +$379K | ﹤0.01% | 1494 |
|
|
2023
Q3 | $227K | Buy |
+2,436
| New | +$236K | ﹤0.01% | 2149 |
|
|
2023
Q2 | – | Sell |
-15
| Closed | -$1.46K | – | 2786 |
|
|
2023
Q1 | $1.46K | Buy |
+15
| New | +$1.5K | ﹤0.01% | 2527 |
|
|
2017
Q3 | – | Sell |
-1,200
| Closed | -$63K | – | 3220 |
|
|
2017
Q2 | $63K | Hold |
1,200
| – | – | ﹤0.01% | 2334 |
|
|
2017
Q1 | $69K | Hold |
1,200
| – | – | ﹤0.01% | 2233 |
|
|
2016
Q4 | $65K | Hold |
1,200
| – | – | ﹤0.01% | 2184 |
|
|
2016
Q3 | $56K | Hold |
1,200
| – | – | ﹤0.01% | 2275 |
|
|
2016
Q2 | $52K | Hold |
1,200
| – | – | ﹤0.01% | 2117 |
|
|
2016
Q1 | $47K | Hold |
1,200
| – | – | ﹤0.01% | 2145 |
|
|
2015
Q4 | $42K | Hold |
1,200
| – | – | ﹤0.01% | 2259 |
|
|
2015
Q3 | $46K | Buy |
+1,200
| New | +$46K | ﹤0.01% | 2102 |
|
|
2015
Q2 | – | Sell |
-1,200
| Closed | -$49K | – | 2491 |
|
|
2015
Q1 | $49K | Hold |
1,200
| – | – | ﹤0.01% | 2046 |
|
|
2014
Q4 | $49K | Hold |
1,200
| – | – | ﹤0.01% | 2022 |
|
|
2014
Q3 | $44K | Hold |
1,200
| – | – | ﹤0.01% | 2010 |
|
|
2014
Q2 | $52K | Hold |
1,200
| – | – | ﹤0.01% | 1865 |
|
|
2014
Q1 | $48K | Hold |
1,200
| – | – | ﹤0.01% | 1827 |
|
|
2013
Q4 | $52K | Sell |
1,200
-500
| -29% | -$19.8K | ﹤0.01% | 1587 |
|
|
2013
Q3 | $63K | Hold |
1,700
| – | – | ﹤0.01% | 1384 |
|
|
2013
Q2 | $51K | Buy |
+1,700
| New | +$47.2K | ﹤0.01% | 1370 |
|
Other funds holding PLXS
VPM
DGI
VCM
