Creative Planning’s Tidewater TDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
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|
2025
Q1 | $395K | Sell |
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|
2024
Q4 | $650K | Buy |
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|
2024
Q3 | $710K | Buy |
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|
2024
Q2 | $659K | Buy |
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|
2024
Q1 | $419K | Buy |
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|
2023
Q4 | $211K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.95K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1K | Sell |
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|
2017
Q1 | $2K | Buy |
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|
2016
Q4 | $5K | Buy |
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|
2016
Q3 | $1K | Hold |
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|
2016
Q2 | $2K | Buy |
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|
2016
Q1 | $1K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $12K | Buy |
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