Creative Planning’s Usio Inc USIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $56.2K | Sell |
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|
2024
Q3 | $58.1K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $3K | Hold |
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|
2017
Q1 | $4K | Hold |
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|
2016
Q4 | $5K | Hold |
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|
2016
Q3 | $7K | Hold |
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|
2016
Q2 | $4K | Hold |
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|
2016
Q1 | $5K | Hold |
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|
2015
Q4 | $5K | Hold |
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|
2015
Q3 | $8K | Buy |
|