Creative Planning’s Viking Therapeutics VKTX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $492K | Sell |
18,559
-5
| -0% | -$132 | ﹤0.01% | 2479 |
|
2025
Q1 | $448K | Buy |
18,564
+5,469
| +42% | +$132K | ﹤0.01% | 2371 |
|
2024
Q4 | $527K | Sell |
13,095
-3,860
| -23% | -$155K | ﹤0.01% | 2164 |
|
2024
Q3 | $1.07M | Buy |
16,955
+1,202
| +8% | +$76.1K | ﹤0.01% | 1464 |
|
2024
Q2 | $835K | Buy |
15,753
+1,524
| +11% | +$80.8K | ﹤0.01% | 1548 |
|
2024
Q1 | $1.17M | Buy |
+14,229
| New | +$1.17M | ﹤0.01% | 1231 |
|
2023
Q4 | – | Sell |
-1,500
| Closed | -$16.6K | – | 2998 |
|
2023
Q3 | $16.6K | Sell |
1,500
-4,099
| -73% | -$45.4K | ﹤0.01% | 2575 |
|
2023
Q2 | $90.8K | Buy |
5,599
+1,962
| +54% | +$31.8K | ﹤0.01% | 2344 |
|
2023
Q1 | $60.6K | Sell |
3,637
-5,938
| -62% | -$98.9K | ﹤0.01% | 2300 |
|
2022
Q4 | $90K | Buy |
+9,575
| New | +$90K | ﹤0.01% | 2151 |
|
2020
Q3 | – | Sell |
-22,973
| Closed | -$166K | – | 2024 |
|
2020
Q2 | $166K | Sell |
22,973
-19,600
| -46% | -$142K | ﹤0.01% | 1554 |
|
2020
Q1 | $199K | Buy |
42,573
+3,000
| +8% | +$14K | ﹤0.01% | 1380 |
|
2019
Q4 | $317K | Sell |
39,573
-5,100
| -11% | -$40.9K | ﹤0.01% | 1363 |
|
2019
Q3 | $307K | Buy |
44,673
+4,561
| +11% | +$31.3K | ﹤0.01% | 1345 |
|
2019
Q2 | $333K | Buy |
40,112
+1,012
| +3% | +$8.4K | ﹤0.01% | 1300 |
|
2019
Q1 | $389K | Buy |
39,100
+6,500
| +20% | +$64.7K | ﹤0.01% | 1176 |
|
2018
Q4 | $249K | Buy |
+32,600
| New | +$249K | ﹤0.01% | 1338 |
|
2018
Q2 | – | Sell |
-88,140
| Closed | -$385K | – | 1995 |
|
2018
Q1 | $385K | Buy |
88,140
+18,140
| +26% | +$79.2K | ﹤0.01% | 1203 |
|
2017
Q4 | $284K | Buy |
70,000
+60,000
| +600% | +$243K | ﹤0.01% | 1386 |
|
2017
Q3 | $19K | Buy |
+10,000
| New | +$19K | ﹤0.01% | 1824 |
|
2016
Q1 | – | Sell |
-3,000
| Closed | -$10K | – | 4393 |
|
2015
Q4 | $10K | Hold |
3,000
| – | – | ﹤0.01% | 3266 |
|
2015
Q3 | $18K | Buy |
+3,000
| New | +$18K | ﹤0.01% | 2796 |
|