Creative Planning’s TIM SA TIMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Buy |
21,511
+1,814
| +9% | +$36.5K | ﹤0.01% | 2588 |
|
|
2025
Q1 | $308K | Buy |
19,697
+4,160
| +27% | +$65.1K | ﹤0.01% | 2727 |
|
|
2024
Q4 | $183K | Buy |
15,537
+3,006
| +24% | +$35.4K | ﹤0.01% | 2989 |
|
|
2024
Q3 | $216K | Buy |
+12,531
| New | +$216K | ﹤0.01% | 2779 |
|
|
2017
Q3 | – | Sell |
-77
| Closed | -$1K | – | 3443 |
|
|
2017
Q2 | $1K | Hold |
77
| – | – | ﹤0.01% | 4385 |
|
|
2017
Q1 | $1K | Hold |
77
| – | – | ﹤0.01% | 4374 |
|
|
2016
Q4 | $1K | Hold |
77
| – | – | ﹤0.01% | 4325 |
|
|
2016
Q3 | $1K | Sell |
77
-80
| -51% | -$1.04K | ﹤0.01% | 4263 |
|
|
2016
Q2 | $2K | Buy |
157
+77
| +96% | +$981 | ﹤0.01% | 3948 |
|
|
2016
Q1 | $1K | Sell |
80
-120
| -60% | -$1.5K | ﹤0.01% | 4064 |
|
|
2015
Q4 | $2K | Sell |
200
-45
| -18% | -$450 | ﹤0.01% | 3971 |
|
|
2015
Q3 | $2K | Buy |
+245
| New | +$2K | ﹤0.01% | 3899 |
|
|
2015
Q2 | – | Sell |
-710
| Closed | -$12K | – | 2708 |
|
|
2015
Q1 | $12K | Sell |
710
-105
| -13% | -$1.78K | ﹤0.01% | 3053 |
|
|
2014
Q4 | $18K | Buy |
815
+19
| +2% | +$420 | ﹤0.01% | 2704 |
|
|
2014
Q3 | $21K | Sell |
796
-99
| -11% | -$2.61K | ﹤0.01% | 2495 |
|
|
2014
Q2 | $26K | Hold |
895
| – | – | ﹤0.01% | 2311 |
|
|
2014
Q1 | $23K | Hold |
895
| – | – | ﹤0.01% | 2264 |
|
|
2013
Q4 | $23K | Buy |
895
+195
| +28% | +$5.01K | ﹤0.01% | 2109 |
|
|
2013
Q3 | $16K | Hold |
700
| – | – | ﹤0.01% | 2220 |
|
|
2013
Q2 | $13K | Buy |
+700
| New | +$13K | ﹤0.01% | 2156 |
|