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
VCM
VPM