Creative Planning’s Q2 Holdings QTWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.16M | Sell |
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|
2025
Q2 | $2.98M | Buy |
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|
2025
Q1 | $2.37M | Buy |
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|
2024
Q4 | $2.87M | Buy |
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|
2024
Q3 | $1.58M | Buy |
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|
2024
Q2 | $736K | Buy |
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|
2024
Q1 | $425K | Buy |
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|
2023
Q4 | $225K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $5K | Hold |
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|
2017
Q1 | $5K | Hold |
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|
2016
Q4 | $4K | Hold |
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|
2016
Q3 | $4K | Buy |
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