Creative Planning’s Teradata TDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Buy |
18,274
+6,314
| +53% | +$141K | ﹤0.01% | 2631 |
|
|
2025
Q1 | $269K | Sell |
11,960
-1,060
| -8% | -$23.8K | ﹤0.01% | 2843 |
|
|
2024
Q4 | $406K | Buy |
13,020
+82
| +0.6% | +$2.55K | ﹤0.01% | 2414 |
|
|
2024
Q3 | $393K | Sell |
12,938
-1,814
| -12% | -$55K | ﹤0.01% | 2311 |
|
|
2024
Q2 | $510K | Buy |
14,752
+3,253
| +28% | +$112K | ﹤0.01% | 1920 |
|
|
2024
Q1 | $445K | Sell |
11,499
-844
| -7% | -$32.6K | ﹤0.01% | 1928 |
|
|
2023
Q4 | $537K | Sell |
12,343
-4
| -0% | -$174 | ﹤0.01% | 1661 |
|
|
2023
Q3 | $556K | Buy |
12,347
+307
| +3% | +$13.8K | ﹤0.01% | 1492 |
|
|
2023
Q2 | $643K | Buy |
12,040
+622
| +5% | +$33.2K | ﹤0.01% | 1394 |
|
|
2023
Q1 | $460K | Sell |
11,418
-290
| -2% | -$11.7K | ﹤0.01% | 1511 |
|
|
2022
Q4 | $394K | Buy |
11,708
+1,831
| +19% | +$61.6K | ﹤0.01% | 1545 |
|
|
2022
Q3 | $307K | Buy |
9,877
+1,434
| +17% | +$44.6K | ﹤0.01% | 1622 |
|
|
2022
Q2 | $312K | Buy |
8,443
+6
| +0.1% | +$222 | ﹤0.01% | 1580 |
|
|
2022
Q1 | $416K | Buy |
8,437
+131
| +2% | +$6.46K | ﹤0.01% | 1427 |
|
|
2021
Q4 | $353K | Buy |
8,306
+1,292
| +18% | +$54.9K | ﹤0.01% | 1516 |
|
|
2021
Q3 | $402K | Sell |
7,014
-5,340
| -43% | -$306K | ﹤0.01% | 1416 |
|
|
2021
Q2 | $617K | Buy |
12,354
+3,034
| +33% | +$152K | ﹤0.01% | 1166 |
|
|
2021
Q1 | $359K | Buy |
+9,320
| New | +$359K | ﹤0.01% | 1645 |
|
|
2020
Q2 | – | Sell |
-10,028
| Closed | -$205K | – | 1902 |
|
|
2020
Q1 | $205K | Sell |
10,028
-2,041
| -17% | -$41.7K | ﹤0.01% | 1367 |
|
|
2019
Q4 | $323K | Buy |
12,069
+473
| +4% | +$12.7K | ﹤0.01% | 1356 |
|
|
2019
Q3 | $359K | Sell |
11,596
-2,854
| -20% | -$88.4K | ﹤0.01% | 1243 |
|
|
2019
Q2 | $518K | Buy |
14,450
+683
| +5% | +$24.5K | ﹤0.01% | 1051 |
|
|
2019
Q1 | $601K | Buy |
13,767
+105
| +0.8% | +$4.58K | ﹤0.01% | 939 |
|
|
2018
Q4 | $524K | Sell |
13,662
-158
| -1% | -$6.06K | ﹤0.01% | 942 |
|
|
2018
Q3 | $521K | Sell |
13,820
-15
| -0.1% | -$565 | ﹤0.01% | 1044 |
|
|
2018
Q2 | $555K | Buy |
13,835
+44
| +0.3% | +$1.77K | ﹤0.01% | 1010 |
|
|
2018
Q1 | $547K | Buy |
13,791
+3,407
| +33% | +$135K | ﹤0.01% | 1028 |
|
|
2017
Q4 | $399K | Buy |
+10,384
| New | +$399K | ﹤0.01% | 1190 |
|
|
2017
Q3 | – | Sell |
-3,940
| Closed | -$116K | – | 3419 |
|
|
2017
Q2 | $116K | Sell |
3,940
-422
| -10% | -$12.4K | ﹤0.01% | 1875 |
|
|
2017
Q1 | $136K | Sell |
4,362
-60
| -1% | -$1.87K | ﹤0.01% | 1743 |
|
|
2016
Q4 | $120K | Buy |
4,422
+84
| +2% | +$2.28K | ﹤0.01% | 1730 |
|
|
2016
Q3 | $134K | Sell |
4,338
-1,627
| -27% | -$50.3K | ﹤0.01% | 1636 |
|
|
2016
Q2 | $150K | Buy |
5,965
+82
| +1% | +$2.06K | ﹤0.01% | 1417 |
|
|
2016
Q1 | $155K | Buy |
5,883
+1,873
| +47% | +$49.3K | ﹤0.01% | 1349 |
|
|
2015
Q4 | $106K | Buy |
4,010
+216
| +6% | +$5.71K | ﹤0.01% | 1586 |
|
|
2015
Q3 | $110K | Buy |
+3,794
| New | +$110K | ﹤0.01% | 1532 |
|
|
2015
Q2 | – | Sell |
-3,613
| Closed | -$159K | – | 2686 |
|
|
2015
Q1 | $159K | Sell |
3,613
-1,712
| -32% | -$75.3K | ﹤0.01% | 1304 |
|
|
2014
Q4 | $233K | Sell |
5,325
-739
| -12% | -$32.3K | ﹤0.01% | 1043 |
|
|
2014
Q3 | $254K | Sell |
6,064
-539
| -8% | -$22.6K | ﹤0.01% | 947 |
|
|
2014
Q2 | $265K | Buy |
6,603
+1,044
| +19% | +$41.9K | ﹤0.01% | 895 |
|
|
2014
Q1 | $273K | Buy |
5,559
+1,387
| +33% | +$68.1K | ﹤0.01% | 860 |
|
|
2013
Q4 | $190K | Buy |
4,172
+1,215
| +41% | +$55.3K | ﹤0.01% | 881 |
|
|
2013
Q3 | $164K | Buy |
2,957
+619
| +26% | +$34.3K | ﹤0.01% | 847 |
|
|
2013
Q2 | $117K | Buy |
+2,338
| New | +$117K | ﹤0.01% | 902 |
|