Creative Planning’s Treehouse Foods THS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Buy |
+26,917
| New | +$523K | ﹤0.01% | 2429 |
|
|
2025
Q1 | – | Sell |
-6,877
| Closed | -$242K | – | 3682 |
|
|
2024
Q4 | $242K | Sell |
6,877
-12,516
| -65% | -$440K | ﹤0.01% | 2825 |
|
|
2024
Q3 | $814K | Buy |
19,393
+9,764
| +101% | +$410K | ﹤0.01% | 1685 |
|
|
2024
Q2 | $353K | Buy |
+9,629
| New | +$353K | ﹤0.01% | 2216 |
|
|
2023
Q2 | – | Sell |
-7
| Closed | -$354 | – | 2683 |
|
|
2023
Q1 | $354 | Buy |
+7
| New | +$354 | ﹤0.01% | 2505 |
|
|
2017
Q3 | – | Sell |
-1,379
| Closed | -$113K | – | 3441 |
|
|
2017
Q2 | $113K | Buy |
1,379
+308
| +29% | +$25.2K | ﹤0.01% | 1888 |
|
|
2017
Q1 | $91K | Buy |
1,071
+85
| +9% | +$7.22K | ﹤0.01% | 2008 |
|
|
2016
Q4 | $71K | Buy |
986
+611
| +163% | +$44K | ﹤0.01% | 2093 |
|
|
2016
Q3 | $33K | Buy |
+375
| New | +$33K | ﹤0.01% | 2652 |
|
|
2016
Q1 | – | Sell |
-110
| Closed | -$9K | – | 4367 |
|
|
2015
Q4 | $9K | Hold |
110
| – | – | ﹤0.01% | 3321 |
|
|
2015
Q3 | $9K | Buy |
+110
| New | +$9K | ﹤0.01% | 3241 |
|
|
2014
Q2 | – | Sell |
-59
| Closed | -$4K | – | 3813 |
|
|
2014
Q1 | $4K | Hold |
59
| – | – | ﹤0.01% | 3116 |
|
|
2013
Q4 | $4K | Sell |
59
-494
| -89% | -$33.5K | ﹤0.01% | 2929 |
|
|
2013
Q3 | $37K | Buy |
553
+240
| +77% | +$16.1K | ﹤0.01% | 1710 |
|
|
2013
Q2 | $21K | Buy |
+313
| New | +$21K | ﹤0.01% | 1909 |
|