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