Creative Planning’s TriMas Corp TRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $680K | Buy |
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|
2024
Q3 | $631K | Sell |
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|
2024
Q2 | $692K | Buy |
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|
2024
Q1 | $652K | Buy |
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|
2023
Q4 | $337K | Sell |
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|
2023
Q3 | $336K | Buy |
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|
2023
Q2 | $356K | Sell |
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|
2023
Q1 | $361K | Buy |
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|
2022
Q4 | $357K | Buy |
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|
2022
Q3 | $317K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $4K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $2K | Buy |
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