Creative Planning’s Veru VERU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.37K | Hold |
1,439
| – | – | ﹤0.01% | 3581 |
|
|
2025
Q1 | $7.05K | Buy |
1,439
+1
| +0.1% | +$5 | ﹤0.01% | 3410 |
|
|
2024
Q4 | $9.36K | Hold |
1,438
| – | – | ﹤0.01% | 3372 |
|
|
2024
Q3 | $11.1K | Sell |
1,438
-80
| -5% | -$615 | ﹤0.01% | 3167 |
|
|
2024
Q2 | $12.8K | Buy |
1,518
+25
| +2% | +$210 | ﹤0.01% | 2972 |
|
|
2024
Q1 | $10.5K | Buy |
1,493
+2
| +0.1% | +$14 | ﹤0.01% | 2828 |
|
|
2023
Q4 | $10.7K | Sell |
1,491
-173
| -10% | -$1.25K | ﹤0.01% | 2694 |
|
|
2023
Q3 | $12K | Hold |
1,664
| – | – | ﹤0.01% | 2602 |
|
|
2023
Q2 | $19.8K | Sell |
1,664
-50
| -3% | -$595 | ﹤0.01% | 2478 |
|
|
2023
Q1 | $19.9K | Buy |
1,714
+242
| +16% | +$2.81K | ﹤0.01% | 2378 |
|
|
2022
Q4 | $77.7K | Buy |
1,472
+33
| +2% | +$1.74K | ﹤0.01% | 2171 |
|
|
2022
Q3 | $166K | Sell |
1,439
-631
| -30% | -$72.8K | ﹤0.01% | 1940 |
|
|
2022
Q2 | $234K | Buy |
2,070
+214
| +12% | +$24.2K | ﹤0.01% | 1780 |
|
|
2022
Q1 | $90K | Buy |
1,856
+50
| +3% | +$2.43K | ﹤0.01% | 1999 |
|
|
2021
Q4 | $106K | Buy |
1,806
+150
| +9% | +$8.8K | ﹤0.01% | 1949 |
|
|
2021
Q3 | $141K | Buy |
+1,656
| New | +$141K | ﹤0.01% | 1902 |
|
|
2021
Q1 | – | Sell |
-1,302
| Closed | -$113K | – | 2404 |
|
|
2020
Q4 | $113K | Buy |
1,302
+200
| +18% | +$17.4K | ﹤0.01% | 1957 |
|
|
2020
Q3 | $29K | Sell |
1,102
-150
| -12% | -$3.95K | ﹤0.01% | 1896 |
|
|
2020
Q2 | $42K | Buy |
1,252
+150
| +14% | +$5.03K | ﹤0.01% | 1736 |
|
|
2020
Q1 | $36K | Hold |
1,102
| – | – | ﹤0.01% | 1643 |
|
|
2019
Q4 | $37K | Hold |
1,102
| – | – | ﹤0.01% | 1813 |
|
|
2019
Q3 | $24K | Hold |
1,102
| – | – | ﹤0.01% | 1818 |
|
|
2019
Q2 | $23K | Hold |
1,102
| – | – | ﹤0.01% | 1840 |
|
|
2019
Q1 | $16K | Hold |
1,102
| – | – | ﹤0.01% | 1811 |
|
|
2018
Q4 | $15K | Hold |
1,102
| – | – | ﹤0.01% | 1764 |
|
|
2018
Q3 | $16K | Hold |
1,102
| – | – | ﹤0.01% | 1902 |
|
|
2018
Q2 | $22K | Hold |
1,102
| – | – | ﹤0.01% | 1868 |
|
|
2018
Q1 | $20K | Hold |
1,102
| – | – | ﹤0.01% | 1852 |
|
|
2017
Q4 | $13K | Hold |
1,102
| – | – | ﹤0.01% | 1859 |
|
|
2017
Q3 | $29K | Hold |
1,102
| – | – | ﹤0.01% | 1803 |
|
|
2017
Q2 | $12K | Hold |
1,102
| – | – | ﹤0.01% | 3489 |
|
|
2017
Q1 | $11K | Hold |
1,102
| – | – | ﹤0.01% | 3501 |
|
|
2016
Q4 | $10K | Hold |
1,102
| – | – | ﹤0.01% | 3511 |
|
|
2016
Q3 | $13K | Hold |
1,102
| – | – | ﹤0.01% | 3295 |
|
|
2016
Q2 | $14K | Buy |
+1,102
| New | +$14K | ﹤0.01% | 2993 |
|
|
2015
Q1 | – | Sell |
-65
| Closed | -$3K | – | 4247 |
|
|
2014
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 3641 |
|
|
2014
Q3 | $2K | Hold |
65
| – | – | ﹤0.01% | 3602 |
|
|
2014
Q2 | $4K | Hold |
65
| – | – | ﹤0.01% | 3238 |
|
|
2014
Q1 | $5K | Buy |
+65
| New | +$5K | ﹤0.01% | 3036 |
|