Creative Planning’s TriNet TNET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $873K | Sell |
11,936
-164
| -1% | -$12K | ﹤0.01% | 1966 |
|
|
2025
Q1 | $959K | Buy |
12,100
+4,746
| +65% | +$376K | ﹤0.01% | 1751 |
|
|
2024
Q4 | $668K | Buy |
7,354
+2,898
| +65% | +$263K | ﹤0.01% | 1956 |
|
|
2024
Q3 | $432K | Buy |
4,456
+899
| +25% | +$87.2K | ﹤0.01% | 2234 |
|
|
2024
Q2 | $356K | Buy |
3,557
+1,362
| +62% | +$136K | ﹤0.01% | 2211 |
|
|
2024
Q1 | $291K | Buy |
+2,195
| New | +$291K | ﹤0.01% | 2266 |
|
|
2017
Q3 | – | Sell |
-165
| Closed | -$5K | – | 3453 |
|
|
2017
Q2 | $5K | Buy |
165
+60
| +57% | +$1.82K | ﹤0.01% | 3945 |
|
|
2017
Q1 | $3K | Buy |
+105
| New | +$3K | ﹤0.01% | 4109 |
|
|
2016
Q4 | – | Sell |
-2,000
| Closed | -$43K | – | 4594 |
|
|
2016
Q3 | $43K | Hold |
2,000
| – | – | ﹤0.01% | 2467 |
|
|
2016
Q2 | $42K | Hold |
2,000
| – | – | ﹤0.01% | 2256 |
|
|
2016
Q1 | $29K | Buy |
+2,000
| New | +$29K | ﹤0.01% | 2475 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$4K | – | 2722 |
|
|
2015
Q1 | $4K | Sell |
100
-500
| -83% | -$20K | ﹤0.01% | 3581 |
|
|
2014
Q4 | $19K | Buy |
600
+500
| +500% | +$15.8K | ﹤0.01% | 2673 |
|
|
2014
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 3463 |
|