Creative Planning’s Vuzix VUZI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $26.1K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $16K | Hold |
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|
2024
Q2 | $18.5K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $75K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $493K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $59K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $5K | Sell |
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|
2017
Q1 | $7K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1K | Buy |
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