Creative Planning’s Treace Medical Concepts TMCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $193K | Sell |
32,809
-6,132
| -16% | -$36.1K | ﹤0.01% | 3227 |
|
|
2025
Q1 | $327K | Buy |
38,941
+7,003
| +22% | +$58.8K | ﹤0.01% | 2665 |
|
|
2024
Q4 | $238K | Buy |
31,938
+2,132
| +7% | +$15.9K | ﹤0.01% | 2835 |
|
|
2024
Q3 | $173K | Sell |
29,806
-149
| -0.5% | -$864 | ﹤0.01% | 2889 |
|
|
2024
Q2 | $199K | Buy |
29,955
+4,600
| +18% | +$30.6K | ﹤0.01% | 2662 |
|
|
2024
Q1 | $331K | Buy |
25,355
+3,232
| +15% | +$42.2K | ﹤0.01% | 2162 |
|
|
2023
Q4 | $282K | Buy |
22,123
+1,808
| +9% | +$23.1K | ﹤0.01% | 2131 |
|
|
2023
Q3 | $266K | Buy |
20,315
+1,495
| +8% | +$19.6K | ﹤0.01% | 2030 |
|
|
2023
Q2 | $481K | Buy |
+18,820
| New | +$481K | ﹤0.01% | 1568 |
|