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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.25M | Buy |
38,932
+6,565
| +20% | +$457K | ﹤0.01% | 1517 |
|
|
2025
Q4 | $1.63M | Sell |
32,367
-696
| -2% | -$36.8K | ﹤0.01% | 1884 |
|
|
2025
Q3 | $1.76M | Buy |
33,063
+7,875
| +31% | +$432K | ﹤0.01% | 1642 |
|
|
2025
Q2 | $1.16M | Buy |
25,188
+15,854
| +170% | +$642K | ﹤0.01% | 1728 |
|
|
2025
Q1 | $395K | Sell |
9,334
-2,543
| -21% | -$126K | ﹤0.01% | 2510 |
|
|
2024
Q4 | $650K | Buy |
11,877
+1,991
| +20% | +$113K | ﹤0.01% | 1986 |
|
|
2024
Q3 | $710K | Buy |
9,886
+2,965
| +43% | +$258K | ﹤0.01% | 1801 |
|
|
2024
Q2 | $659K | Buy |
6,921
+2,363
| +52% | +$233K | ﹤0.01% | 1726 |
|
|
2024
Q1 | $419K | Buy |
4,558
+1,630
| +56% | +$122K | ﹤0.01% | 1993 |
|
|
2023
Q4 | $211K | Buy |
+2,928
| New | +$190K | ﹤0.01% | 2385 |
|
|
2023
Q2 | – | Sell |
-67
| Closed | -$2.95K | – | 2815 |
|
|
2023
Q1 | $2.95K | Buy |
+67
| New | +$2.88K | ﹤0.01% | 2505 |
|
|
2017
Q3 | – | Sell |
-23
| Closed | -$1K | – | 3525 |
|
|
2017
Q2 | $1K | Sell |
23
-27
| -54% | -$726 | ﹤0.01% | 4497 |
|
|
2017
Q1 | $2K | Buy |
50
+3
| +6% | +$170 | ﹤0.01% | 4318 |
|
|
2016
Q4 | $5K | Buy |
47
+31
| +194% | +$2.73K | ﹤0.01% | 3975 |
|
|
2016
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 4438 |
|
|
2016
Q2 | $2K | Buy |
16
+13
| +433% | +$2.66K | ﹤0.01% | 4053 |
|
|
2016
Q1 | $1K | Buy |
+3
| New | +$593 | ﹤0.01% | 4176 |
|
|
2014
Q4 | – | Sell |
-9
| Closed | -$12K | – | 4341 |
|
|
2014
Q3 | $12K | Buy |
+9
| New | +$14.1K | ﹤0.01% | 2848 |
|
Other funds holding TDW
RR
VPM
VCM
