Creative Planning’s Tidewater TDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
25,188
+15,854
| +170% | +$731K | ﹤0.01% | 1723 |
|
|
2025
Q1 | $395K | Sell |
9,334
-2,543
| -21% | -$107K | ﹤0.01% | 2504 |
|
|
2024
Q4 | $650K | Buy |
11,877
+1,991
| +20% | +$109K | ﹤0.01% | 1980 |
|
|
2024
Q3 | $710K | Buy |
9,886
+2,965
| +43% | +$213K | ﹤0.01% | 1801 |
|
|
2024
Q2 | $659K | Buy |
6,921
+2,363
| +52% | +$225K | ﹤0.01% | 1721 |
|
|
2024
Q1 | $419K | Buy |
4,558
+1,630
| +56% | +$150K | ﹤0.01% | 1986 |
|
|
2023
Q4 | $211K | Buy |
+2,928
| New | +$211K | ﹤0.01% | 2378 |
|
|
2023
Q2 | – | Sell |
-67
| Closed | -$2.95K | – | 2681 |
|
|
2023
Q1 | $2.95K | Buy |
+67
| New | +$2.95K | ﹤0.01% | 2435 |
|
|
2017
Q3 | – | Sell |
-23
| Closed | -$1K | – | 3424 |
|
|
2017
Q2 | $1K | Sell |
23
-27
| -54% | -$1.17K | ﹤0.01% | 4383 |
|
|
2017
Q1 | $2K | Buy |
50
+3
| +6% | +$120 | ﹤0.01% | 4228 |
|
|
2016
Q4 | $5K | Buy |
47
+31
| +194% | +$3.3K | ﹤0.01% | 3890 |
|
|
2016
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 4262 |
|
|
2016
Q2 | $2K | Buy |
16
+13
| +433% | +$1.63K | ﹤0.01% | 3947 |
|
|
2016
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 4063 |
|
|
2014
Q4 | – | Sell |
-9
| Closed | -$12K | – | 4171 |
|
|
2014
Q3 | $12K | Buy |
+9
| New | +$12K | ﹤0.01% | 2811 |
|