Creative Planning’s Toro Company TTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10M | Buy |
107,047
+49,350
| +86% | +$4.65M | 0.01% | 693 |
|
|
2025
Q4 | $4.54M | Buy |
57,697
+12,911
| +29% | +$954K | ﹤0.01% | 1075 |
|
|
2025
Q3 | $3.41M | Buy |
44,786
+27,288
| +156% | +$2.09M | ﹤0.01% | 1121 |
|
|
2025
Q2 | $1.24M | Buy |
17,498
+2,318
| +15% | +$164K | ﹤0.01% | 1683 |
|
|
2025
Q1 | $1.1M | Buy |
15,180
+1,026
| +7% | +$81.1K | ﹤0.01% | 1640 |
|
|
2024
Q4 | $1.13M | Buy |
14,154
+2,826
| +25% | +$237K | ﹤0.01% | 1548 |
|
|
2024
Q3 | $982K | Sell |
11,328
-1,187
| -9% | -$107K | ﹤0.01% | 1525 |
|
|
2024
Q2 | $1.17M | Sell |
12,515
-8,395
| -40% | -$740K | ﹤0.01% | 1293 |
|
|
2024
Q1 | $1.92M | Sell |
20,910
-29
| -0.1% | -$2.67K | ﹤0.01% | 978 |
|
|
2023
Q4 | $2.01M | Buy |
20,939
+7,510
| +56% | +$643K | ﹤0.01% | 916 |
|
|
2023
Q3 | $1.12M | Buy |
13,429
+2,018
| +18% | +$194K | ﹤0.01% | 1114 |
|
|
2023
Q2 | $1.16M | Buy |
11,411
+816
| +8% | +$83.7K | ﹤0.01% | 1062 |
|
|
2023
Q1 | $1.18M | Buy |
10,595
+1,242
| +13% | +$138K | ﹤0.01% | 995 |
|
|
2022
Q4 | $1.06M | Buy |
9,353
+1,683
| +22% | +$178K | ﹤0.01% | 1002 |
|
|
2022
Q3 | $663K | Buy |
7,670
+2,117
| +38% | +$181K | ﹤0.01% | 1161 |
|
|
2022
Q2 | $421K | Buy |
5,553
+356
| +7% | +$28.9K | ﹤0.01% | 1413 |
|
|
2022
Q1 | $444K | Buy |
5,197
+90
| +2% | +$8.38K | ﹤0.01% | 1388 |
|
|
2021
Q4 | $510K | Sell |
5,107
-372
| -7% | -$37K | ﹤0.01% | 1287 |
|
|
2021
Q3 | $534K | Buy |
5,479
+98
| +2% | +$10.7K | ﹤0.01% | 1252 |
|
|
2021
Q2 | $591K | Buy |
5,381
+351
| +7% | +$38.6K | ﹤0.01% | 1181 |
|
|
2021
Q1 | $519K | Sell |
5,030
-1,136
| -18% | -$114K | ﹤0.01% | 1419 |
|
|
2020
Q4 | $585K | Sell |
6,166
-1,511
| -20% | -$134K | ﹤0.01% | 1229 |
|
|
2020
Q3 | $645K | Buy |
7,677
+869
| +13% | +$65K | ﹤0.01% | 999 |
|
|
2020
Q2 | $452K | Sell |
6,808
-14
| -0.2% | -$919 | ﹤0.01% | 1085 |
|
|
2020
Q1 | $444K | Sell |
6,822
-1,597
| -19% | -$121K | ﹤0.01% | 1005 |
|
|
2019
Q4 | $671K | Buy |
8,419
+43
| +0.5% | +$3.29K | ﹤0.01% | 967 |
|
|
2019
Q3 | $614K | Buy |
8,376
+975
| +13% | +$69.7K | ﹤0.01% | 960 |
|
|
2019
Q2 | $495K | Sell |
7,401
-3,284
| -31% | -$231K | ﹤0.01% | 1081 |
|
|
2019
Q1 | $736K | Buy |
10,685
+6,771
| +173% | +$430K | ﹤0.01% | 856 |
|
|
2018
Q4 | $219K | Buy |
3,914
+147
| +4% | +$8.54K | ﹤0.01% | 1432 |
|
|
2018
Q3 | $226K | Sell |
3,767
-273
| -7% | -$16.6K | ﹤0.01% | 1594 |
|
|
2018
Q2 | $243K | Buy |
4,040
+380
| +10% | +$22.9K | ﹤0.01% | 1502 |
|
|
2018
Q1 | $229K | Buy |
3,660
+78
| +2% | +$4.97K | ﹤0.01% | 1516 |
|
|
2017
Q4 | $234K | Sell |
3,582
-174
| -5% | -$11K | ﹤0.01% | 1504 |
|
|
2017
Q3 | $233K | Buy |
3,756
+70
| +2% | +$4.69K | ﹤0.01% | 1491 |
|
|
2017
Q2 | $255K | Buy |
3,686
+302
| +9% | +$20.2K | ﹤0.01% | 1377 |
|
|
2017
Q1 | $211K | Buy |
3,384
+335
| +11% | +$20K | ﹤0.01% | 1454 |
|
|
2016
Q4 | $171K | Buy |
3,049
+63
| +2% | +$3.22K | ﹤0.01% | 1489 |
|
|
2016
Q3 | $140K | Buy |
2,986
+2
| +0.1% | +$94 | ﹤0.01% | 1620 |
|
|
2016
Q2 | $132K | Buy |
2,984
+66
| +2% | +$2.88K | ﹤0.01% | 1495 |
|
|
2016
Q1 | $126K | Sell |
2,918
-676
| -19% | -$26K | ﹤0.01% | 1492 |
|
|
2015
Q4 | $131K | Sell |
3,594
-1,350
| -27% | -$50.5K | ﹤0.01% | 1483 |
|
|
2015
Q3 | $174K | Buy |
+4,944
| New | +$172K | ﹤0.01% | 1270 |
|
|
2015
Q2 | – | Sell |
-2,428
| Closed | -$85K | – | 2880 |
|
|
2015
Q1 | $85K | Sell |
2,428
-560
| -19% | -$18.6K | ﹤0.01% | 1663 |
|
|
2014
Q4 | $95K | Buy |
2,988
+566
| +23% | +$17.5K | ﹤0.01% | 1576 |
|
|
2014
Q3 | $72K | Buy |
2,422
+2
| +0.1% | +$61 | ﹤0.01% | 1683 |
|
|
2014
Q2 | $77K | Buy |
2,420
+4
| +0.2% | +$128 | ﹤0.01% | 1602 |
|
|
2014
Q1 | $76K | Buy |
2,416
+2
| +0.1% | +$64 | ﹤0.01% | 1556 |
|
|
2013
Q4 | $77K | Buy |
2,414
+2
| +0.1% | +$59 | ﹤0.01% | 1344 |
|
|
2013
Q3 | $66K | Sell |
2,412
-936
| -28% | -$23.8K | ﹤0.01% | 1360 |
|
|
2013
Q2 | $76K | Buy |
+3,348
| New | +$77.1K | ﹤0.01% | 1136 |
|
Other funds holding TTC
VPM
VCM
MPI
