Creative Planning’s PubMatic PUBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
+21,611
| New | +$269K | ﹤0.01% | 2993 |
|
|
2025
Q1 | – | Sell |
-12,687
| Closed | -$186K | – | 3642 |
|
|
2024
Q4 | $186K | Buy |
+12,687
| New | +$186K | ﹤0.01% | 2983 |
|
|
2023
Q2 | – | Sell |
-21,015
| Closed | -$290K | – | 2660 |
|
|
2023
Q1 | $290K | Buy |
+21,015
| New | +$290K | ﹤0.01% | 1836 |
|
|
2021
Q4 | – | Sell |
-9,691
| Closed | -$255K | – | 2153 |
|
|
2021
Q3 | $255K | Buy |
9,691
+3,627
| +60% | +$95.4K | ﹤0.01% | 1694 |
|
|
2021
Q2 | $237K | Buy |
+6,064
| New | +$237K | ﹤0.01% | 1695 |
|