Creative Planning’s Smith & Nephew SNN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.91M Sell
62,239
-9,885
-14% -$303K ﹤0.01% 1351
2025
Q1
$2.05M Sell
72,124
-9,276
-11% -$263K ﹤0.01% 1154
2024
Q4
$2M Buy
81,400
+19,081
+31% +$469K ﹤0.01% 1133
2024
Q3
$1.94M Buy
62,319
+13,845
+29% +$431K ﹤0.01% 1073
2024
Q2
$1.2M Buy
48,474
+10,307
+27% +$255K ﹤0.01% 1275
2024
Q1
$968K Buy
38,167
+6,495
+21% +$165K ﹤0.01% 1355
2023
Q4
$864K Buy
31,672
+13,769
+77% +$376K ﹤0.01% 1313
2023
Q3
$443K Buy
17,903
+1,072
+6% +$26.6K ﹤0.01% 1634
2023
Q2
$543K Buy
16,831
+5,552
+49% +$179K ﹤0.01% 1486
2023
Q1
$315K Buy
+11,279
New +$315K ﹤0.01% 1780
2022
Q4
Sell
-76,757
Closed -$1.78M 2469
2022
Q3
$1.78M Buy
76,757
+4,423
+6% +$103K ﹤0.01% 735
2022
Q2
$2.02M Buy
72,334
+7,397
+11% +$207K ﹤0.01% 715
2022
Q1
$2.07M Buy
+64,937
New +$2.07M ﹤0.01% 712
2017
Q3
Sell
-1,405
Closed -$49K 3346
2017
Q2
$49K Sell
1,405
-757
-35% -$26.4K ﹤0.01% 2510
2017
Q1
$67K Buy
2,162
+558
+35% +$17.3K ﹤0.01% 2239
2016
Q4
$48K Buy
1,604
+532
+50% +$15.9K ﹤0.01% 2403
2016
Q3
$35K Buy
+1,072
New +$35K ﹤0.01% 2617
2015
Q4
Sell
-54
Closed -$2K 4405
2015
Q3
$2K Buy
+54
New +$2K ﹤0.01% 3897
2015
Q2
Sell
-1,190
Closed -$41K 2602
2015
Q1
$41K Hold
1,190
﹤0.01% 2154
2014
Q4
$44K Sell
1,190
-128
-10% -$4.73K ﹤0.01% 2076
2014
Q3
$44K Buy
1,318
+1,298
+6,490% +$43.3K ﹤0.01% 1993
2014
Q2
$1K Buy
+20
New +$1K ﹤0.01% 3543