Creative Planning’s Teradata TDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.77M | Buy |
68,988
+364
| +0.5% | +$10.6K | ﹤0.01% | 1999 |
|
|
2025
Q4 | $2.09M | Buy |
68,624
+31,906
| +87% | +$835K | ﹤0.01% | 1700 |
|
|
2025
Q3 | $790K | Buy |
36,718
+18,444
| +101% | +$397K | ﹤0.01% | 2343 |
|
|
2025
Q2 | $408K | Buy |
18,274
+6,314
| +53% | +$137K | ﹤0.01% | 2640 |
|
|
2025
Q1 | $269K | Sell |
11,960
-1,060
| -8% | -$28.7K | ﹤0.01% | 2850 |
|
|
2024
Q4 | $406K | Buy |
13,020
+82
| +0.6% | +$2.57K | ﹤0.01% | 2421 |
|
|
2024
Q3 | $393K | Sell |
12,938
-1,814
| -12% | -$54.1K | ﹤0.01% | 2311 |
|
|
2024
Q2 | $510K | Buy |
14,752
+3,253
| +28% | +$114K | ﹤0.01% | 1927 |
|
|
2024
Q1 | $445K | Sell |
11,499
-844
| -7% | -$35.6K | ﹤0.01% | 1935 |
|
|
2023
Q4 | $537K | Sell |
12,343
-4
| -0% | -$180 | ﹤0.01% | 1665 |
|
|
2023
Q3 | $556K | Buy |
12,347
+307
| +3% | +$15K | ﹤0.01% | 1495 |
|
|
2023
Q2 | $643K | Buy |
12,040
+622
| +5% | +$28K | ﹤0.01% | 1400 |
|
|
2023
Q1 | $460K | Sell |
11,418
-290
| -2% | -$10.8K | ﹤0.01% | 1516 |
|
|
2022
Q4 | $394K | Buy |
11,708
+1,831
| +19% | +$58.9K | ﹤0.01% | 1552 |
|
|
2022
Q3 | $307K | Buy |
9,877
+1,434
| +17% | +$50.1K | ﹤0.01% | 1632 |
|
|
2022
Q2 | $312K | Buy |
8,443
+6
| +0.1% | +$239 | ﹤0.01% | 1586 |
|
|
2022
Q1 | $416K | Buy |
8,437
+131
| +2% | +$6.01K | ﹤0.01% | 1429 |
|
|
2021
Q4 | $353K | Buy |
8,306
+1,292
| +18% | +$63.8K | ﹤0.01% | 1516 |
|
|
2021
Q3 | $402K | Sell |
7,014
-5,340
| -43% | -$275K | ﹤0.01% | 1416 |
|
|
2021
Q2 | $617K | Buy |
12,354
+3,034
| +33% | +$138K | ﹤0.01% | 1167 |
|
|
2021
Q1 | $359K | Buy |
+9,320
| New | +$340K | ﹤0.01% | 1672 |
|
|
2020
Q2 | – | Sell |
-10,028
| Closed | -$205K | – | 2126 |
|
|
2020
Q1 | $205K | Sell |
10,028
-2,041
| -17% | -$47K | ﹤0.01% | 1381 |
|
|
2019
Q4 | $323K | Buy |
12,069
+473
| +4% | +$13.2K | ﹤0.01% | 1365 |
|
|
2019
Q3 | $359K | Sell |
11,596
-2,854
| -20% | -$96.3K | ﹤0.01% | 1251 |
|
|
2019
Q2 | $518K | Buy |
14,450
+683
| +5% | +$26.6K | ﹤0.01% | 1056 |
|
|
2019
Q1 | $601K | Buy |
13,767
+105
| +0.8% | +$4.72K | ﹤0.01% | 942 |
|
|
2018
Q4 | $524K | Sell |
13,662
-158
| -1% | -$5.78K | ﹤0.01% | 947 |
|
|
2018
Q3 | $521K | Sell |
13,820
-15
| -0.1% | -$605 | ﹤0.01% | 1053 |
|
|
2018
Q2 | $555K | Buy |
13,835
+44
| +0.3% | +$1.77K | ﹤0.01% | 1018 |
|
|
2018
Q1 | $547K | Buy |
13,791
+3,407
| +33% | +$134K | ﹤0.01% | 1038 |
|
|
2017
Q4 | $399K | Buy |
+10,384
| New | +$371K | ﹤0.01% | 1200 |
|
|
2017
Q3 | – | Sell |
-3,940
| Closed | -$116K | – | 3519 |
|
|
2017
Q2 | $116K | Sell |
3,940
-422
| -10% | -$12.4K | ﹤0.01% | 1888 |
|
|
2017
Q1 | $136K | Sell |
4,362
-60
| -1% | -$1.81K | ﹤0.01% | 1754 |
|
|
2016
Q4 | $120K | Buy |
4,422
+84
| +2% | +$2.37K | ﹤0.01% | 1742 |
|
|
2016
Q3 | $134K | Sell |
4,338
-1,627
| -27% | -$48.4K | ﹤0.01% | 1645 |
|
|
2016
Q2 | $150K | Buy |
5,965
+82
| +1% | +$2.18K | ﹤0.01% | 1423 |
|
|
2016
Q1 | $155K | Buy |
5,883
+1,873
| +47% | +$46.4K | ﹤0.01% | 1353 |
|
|
2015
Q4 | $106K | Buy |
4,010
+216
| +6% | +$6.09K | ﹤0.01% | 1600 |
|
|
2015
Q3 | $110K | Buy |
+3,794
| New | +$122K | ﹤0.01% | 1540 |
|
|
2015
Q2 | – | Sell |
-3,613
| Closed | -$159K | – | 2812 |
|
|
2015
Q1 | $159K | Sell |
3,613
-1,712
| -32% | -$74.9K | ﹤0.01% | 1313 |
|
|
2014
Q4 | $233K | Sell |
5,325
-739
| -12% | -$31.6K | ﹤0.01% | 1047 |
|
|
2014
Q3 | $254K | Sell |
6,064
-539
| -8% | -$23.2K | ﹤0.01% | 948 |
|
|
2014
Q2 | $265K | Buy |
6,603
+1,044
| +19% | +$45.6K | ﹤0.01% | 898 |
|
|
2014
Q1 | $273K | Buy |
5,559
+1,387
| +33% | +$62.5K | ﹤0.01% | 861 |
|
|
2013
Q4 | $190K | Buy |
4,172
+1,215
| +41% | +$55.1K | ﹤0.01% | 881 |
|
|
2013
Q3 | $164K | Buy |
2,957
+619
| +26% | +$36.4K | ﹤0.01% | 847 |
|
|
2013
Q2 | $117K | Buy |
+2,338
| New | +$126K | ﹤0.01% | 902 |
|
Other funds holding TDC
LLL
VPM
VCM
