Creative Planning’s Vuzix VUZI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,796
| Closed | -$26.1K | – | 3710 |
|
|
2025
Q1 | $26.1K | Buy |
+12,796
| New | +$26.1K | ﹤0.01% | 3366 |
|
|
2024
Q4 | – | Sell |
-13,676
| Closed | -$16K | – | 3653 |
|
|
2024
Q3 | $16K | Hold |
13,676
| – | – | ﹤0.01% | 3156 |
|
|
2024
Q2 | $18.5K | Buy |
+13,676
| New | +$18.5K | ﹤0.01% | 2960 |
|
|
2022
Q3 | – | Sell |
-10,523
| Closed | -$75K | – | 2334 |
|
|
2022
Q2 | $75K | Buy |
+10,523
| New | +$75K | ﹤0.01% | 1990 |
|
|
2021
Q2 | – | Sell |
-19,390
| Closed | -$493K | – | 2343 |
|
|
2021
Q1 | $493K | Buy |
+19,390
| New | +$493K | ﹤0.01% | 1428 |
|
|
2020
Q4 | – | Sell |
-12,915
| Closed | -$59K | – | 2191 |
|
|
2020
Q3 | $59K | Buy |
+12,915
| New | +$59K | ﹤0.01% | 1845 |
|
|
2017
Q3 | – | Sell |
-800
| Closed | -$5K | – | 3578 |
|
|
2017
Q2 | $5K | Sell |
800
-275
| -26% | -$1.72K | ﹤0.01% | 3951 |
|
|
2017
Q1 | $7K | Buy |
+1,075
| New | +$7K | ﹤0.01% | 3761 |
|
|
2016
Q4 | – | Sell |
-124
| Closed | -$1K | – | 4608 |
|
|
2016
Q3 | $1K | Buy |
+124
| New | +$1K | ﹤0.01% | 4271 |
|