Creative Planning’s United Parks & Resorts PRKS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17
| Closed | -$955 | – | 3726 |
|
|
2024
Q4 | $955 | Buy |
+17
| New | +$955 | ﹤0.01% | 3500 |
|
|
2024
Q3 | – | Sell |
-6,308
| Closed | -$343K | – | 3263 |
|
|
2024
Q2 | $343K | Buy |
6,308
+2,177
| +53% | +$118K | ﹤0.01% | 2236 |
|
|
2024
Q1 | $232K | Buy |
+4,131
| New | +$232K | ﹤0.01% | 2444 |
|
|
2017
Q3 | – | Sell |
-1,328
| Closed | -$22K | – | 3661 |
|
|
2017
Q2 | $22K | Sell |
1,328
-355
| -21% | -$5.88K | ﹤0.01% | 3101 |
|
|
2017
Q1 | $31K | Buy |
1,683
+355
| +27% | +$6.54K | ﹤0.01% | 2795 |
|
|
2016
Q4 | $25K | Sell |
1,328
-2,651
| -67% | -$49.9K | ﹤0.01% | 2902 |
|
|
2016
Q3 | $54K | Buy |
3,979
+3,354
| +537% | +$45.5K | ﹤0.01% | 2285 |
|
|
2016
Q2 | $9K | Buy |
625
+308
| +97% | +$4.44K | ﹤0.01% | 3283 |
|
|
2016
Q1 | $7K | Sell |
317
-97
| -23% | -$2.14K | ﹤0.01% | 3377 |
|
|
2015
Q4 | $8K | Buy |
414
+4
| +1% | +$77 | ﹤0.01% | 3392 |
|
|
2015
Q3 | $7K | Buy |
+410
| New | +$7K | ﹤0.01% | 3408 |
|
|
2015
Q2 | – | Sell |
-404
| Closed | -$8K | – | 2942 |
|
|
2015
Q1 | $8K | Buy |
404
+4
| +1% | +$79 | ﹤0.01% | 3286 |
|
|
2014
Q4 | $7K | Hold |
400
| – | – | ﹤0.01% | 3278 |
|
|
2014
Q3 | $8K | Sell |
400
-500
| -56% | -$10K | ﹤0.01% | 3034 |
|
|
2014
Q2 | $25K | Buy |
+900
| New | +$25K | ﹤0.01% | 2335 |
|