Creative Planning’s Viking Therapeutics VKTX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.06M Buy
32,677
+1,937
+6% +$62.3K ﹤0.01% 2404
2025
Q4
$1.08M Buy
30,740
+8,498
+38% +$301K ﹤0.01% 2214
2025
Q3
$585K Buy
22,242
+3,683
+20% +$110K ﹤0.01% 2575
2025
Q2
$492K Sell
18,559
-5
-0% -$132 ﹤0.01% 2486
2025
Q1
$448K Buy
18,564
+5,469
+42% +$173K ﹤0.01% 2377
2024
Q4
$527K Sell
13,095
-3,860
-23% -$220K ﹤0.01% 2170
2024
Q3
$1.07M Buy
16,955
+1,202
+8% +$70.5K ﹤0.01% 1464
2024
Q2
$835K Buy
15,753
+1,524
+11% +$99.9K ﹤0.01% 1553
2024
Q1
$1.17M Buy
+14,229
New +$633K ﹤0.01% 1234
2023
Q4
Sell
-1,500
Closed -$16.6K 3091
2023
Q3
$16.6K Sell
1,500
-4,099
-73% -$58.6K ﹤0.01% 2604
2023
Q2
$90.8K Buy
5,599
+1,962
+54% +$41.1K ﹤0.01% 2360
2023
Q1
$60.6K Sell
3,637
-5,938
-62% -$61.3K ﹤0.01% 2322
2022
Q4
$90K Buy
+9,575
New +$42.7K ﹤0.01% 2162
2020
Q3
Sell
-22,973
Closed -$166K 2281
2020
Q2
$166K Sell
22,973
-19,600
-46% -$130K ﹤0.01% 1574
2020
Q1
$199K Buy
42,573
+3,000
+8% +$18.4K ﹤0.01% 1394
2019
Q4
$317K Sell
39,573
-5,100
-11% -$37.2K ﹤0.01% 1372
2019
Q3
$307K Buy
44,673
+4,561
+11% +$33.9K ﹤0.01% 1353
2019
Q2
$333K Buy
40,112
+1,012
+3% +$8.65K ﹤0.01% 1307
2019
Q1
$389K Buy
39,100
+6,500
+20% +$54.4K ﹤0.01% 1184
2018
Q4
$249K Buy
+32,600
New +$390K ﹤0.01% 1345
2018
Q2
Sell
-88,140
Closed -$385K 2180
2018
Q1
$385K Buy
88,140
+18,140
+26% +$100K ﹤0.01% 1214
2017
Q4
$284K Buy
70,000
+60,000
+600% +$174K ﹤0.01% 1396
2017
Q3
$19K Buy
+10,000
New +$11.4K ﹤0.01% 1839
2016
Q1
Sell
-3,000
Closed -$10K 4551
2015
Q4
$10K Hold
3,000
﹤0.01% 3314
2015
Q3
$18K Buy
+3,000
New +$19.3K ﹤0.01% 2818

Other funds holding VKTX