Creative Planning’s Talkspace TALK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
80,904
+15,881
| +24% | +$44.1K | ﹤0.01% | 3129 |
|
|
2025
Q1 | $166K | Sell |
65,023
-10,447
| -14% | -$26.7K | ﹤0.01% | 3127 |
|
|
2024
Q4 | $233K | Buy |
75,470
+49,084
| +186% | +$152K | ﹤0.01% | 2856 |
|
|
2024
Q3 | $55.1K | Buy |
26,386
+6,179
| +31% | +$12.9K | ﹤0.01% | 3086 |
|
|
2024
Q2 | $46.5K | Sell |
20,207
-20,096
| -50% | -$46.2K | ﹤0.01% | 2910 |
|
|
2024
Q1 | $144K | Buy |
+40,303
| New | +$144K | ﹤0.01% | 2625 |
|