Creative Planning’s Twist Bioscience TWST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,000
| Closed | -$275K | – | 3703 |
|
|
2025
Q1 | $275K | Buy |
7,000
+1,977
| +39% | +$77.6K | ﹤0.01% | 2828 |
|
|
2024
Q4 | $233K | Buy |
5,023
+377
| +8% | +$17.5K | ﹤0.01% | 2852 |
|
|
2024
Q3 | $210K | Sell |
4,646
-405
| -8% | -$18.3K | ﹤0.01% | 2797 |
|
|
2024
Q2 | $249K | Buy |
+5,051
| New | +$249K | ﹤0.01% | 2497 |
|
|
2023
Q2 | – | Sell |
-30
| Closed | -$453 | – | 2694 |
|
|
2023
Q1 | $453 | Buy |
+30
| New | +$453 | ﹤0.01% | 2499 |
|
|
2021
Q3 | – | Sell |
-3,950
| Closed | -$526K | – | 2137 |
|
|
2021
Q2 | $526K | Buy |
+3,950
| New | +$526K | ﹤0.01% | 1249 |
|