Creative Planning’s NCR Voyix VYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
113,440
+33,006
| +41% | +$387K | ﹤0.01% | 1630 |
|
|
2025
Q1 | $784K | Buy |
80,434
+27,418
| +52% | +$267K | ﹤0.01% | 1907 |
|
|
2024
Q4 | $734K | Buy |
53,016
+6,069
| +13% | +$84K | ﹤0.01% | 1887 |
|
|
2024
Q3 | $637K | Sell |
46,947
-10,048
| -18% | -$136K | ﹤0.01% | 1896 |
|
|
2024
Q2 | $704K | Buy |
+56,995
| New | +$704K | ﹤0.01% | 1660 |
|
|
2024
Q1 | – | Sell |
-11,034
| Closed | -$187K | – | 2937 |
|
|
2023
Q4 | $187K | Sell |
11,034
-6,609
| -37% | -$112K | ﹤0.01% | 2451 |
|
|
2023
Q3 | $292K | Sell |
17,643
-937
| -5% | -$15.5K | ﹤0.01% | 1960 |
|
|
2023
Q2 | $287K | Sell |
18,580
-1,702
| -8% | -$26.3K | ﹤0.01% | 1931 |
|
|
2023
Q1 | $294K | Sell |
20,282
-1,783
| -8% | -$25.8K | ﹤0.01% | 1828 |
|
|
2022
Q4 | $317K | Sell |
22,065
-2,568
| -10% | -$36.9K | ﹤0.01% | 1683 |
|
|
2022
Q3 | $287K | Buy |
24,633
+2,457
| +11% | +$28.6K | ﹤0.01% | 1664 |
|
|
2022
Q2 | $423K | Buy |
22,176
+2,887
| +15% | +$55.1K | ﹤0.01% | 1401 |
|
|
2022
Q1 | $476K | Buy |
19,289
+167
| +0.9% | +$4.12K | ﹤0.01% | 1344 |
|
|
2021
Q4 | $472K | Sell |
19,122
-2,567
| -12% | -$63.4K | ﹤0.01% | 1335 |
|
|
2021
Q3 | $516K | Sell |
21,689
-3,108
| -13% | -$73.9K | ﹤0.01% | 1271 |
|
|
2021
Q2 | $694K | Buy |
24,797
+6,681
| +37% | +$187K | ﹤0.01% | 1099 |
|
|
2021
Q1 | $422K | Buy |
18,116
+3,161
| +21% | +$73.6K | ﹤0.01% | 1529 |
|
|
2020
Q4 | $345K | Sell |
14,955
-587
| -4% | -$13.5K | ﹤0.01% | 1511 |
|
|
2020
Q3 | $211K | Buy |
+15,542
| New | +$211K | ﹤0.01% | 1627 |
|
|
2020
Q1 | – | Sell |
-18,357
| Closed | -$396K | – | 1921 |
|
|
2019
Q4 | $396K | Sell |
18,357
-111
| -0.6% | -$2.4K | ﹤0.01% | 1234 |
|
|
2019
Q3 | $358K | Sell |
18,468
-323
| -2% | -$6.26K | ﹤0.01% | 1246 |
|
|
2019
Q2 | $359K | Buy |
18,791
+2,442
| +15% | +$46.7K | ﹤0.01% | 1258 |
|
|
2019
Q1 | $274K | Buy |
16,349
+284
| +2% | +$4.76K | ﹤0.01% | 1370 |
|
|
2018
Q4 | $227K | Sell |
16,065
-1,042
| -6% | -$14.7K | ﹤0.01% | 1399 |
|
|
2018
Q3 | $298K | Sell |
17,107
-1,017
| -6% | -$17.7K | ﹤0.01% | 1391 |
|
|
2018
Q2 | $333K | Sell |
18,124
-10,264
| -36% | -$189K | ﹤0.01% | 1299 |
|
|
2018
Q1 | $549K | Buy |
28,388
+14,328
| +102% | +$277K | ﹤0.01% | 1025 |
|
|
2017
Q4 | $293K | Buy |
14,060
+127
| +0.9% | +$2.65K | ﹤0.01% | 1366 |
|
|
2017
Q3 | $321K | Buy |
13,933
+5,204
| +60% | +$120K | ﹤0.01% | 1284 |
|
|
2017
Q2 | $219K | Sell |
8,729
-1,030
| -11% | -$25.8K | ﹤0.01% | 1460 |
|
|
2017
Q1 | $273K | Sell |
9,759
-1,690
| -15% | -$47.3K | ﹤0.01% | 1309 |
|
|
2016
Q4 | $285K | Buy |
11,449
+445
| +4% | +$11.1K | ﹤0.01% | 1207 |
|
|
2016
Q3 | $217K | Buy |
11,004
+153
| +1% | +$3.02K | ﹤0.01% | 1357 |
|
|
2016
Q2 | $185K | Sell |
10,851
-652
| -6% | -$11.1K | ﹤0.01% | 1289 |
|
|
2016
Q1 | $211K | Sell |
11,503
-624
| -5% | -$11.4K | ﹤0.01% | 1179 |
|
|
2015
Q4 | $182K | Buy |
12,127
+1,995
| +20% | +$29.9K | ﹤0.01% | 1252 |
|
|
2015
Q3 | $142K | Buy |
+10,132
| New | +$142K | ﹤0.01% | 1372 |
|
|
2015
Q2 | – | Sell |
-12,140
| Closed | -$220K | – | 2862 |
|
|
2015
Q1 | $220K | Sell |
12,140
-727
| -6% | -$13.2K | ﹤0.01% | 1139 |
|
|
2014
Q4 | $230K | Sell |
12,867
-951
| -7% | -$17K | ﹤0.01% | 1051 |
|
|
2014
Q3 | $283K | Sell |
13,818
-5,155
| -27% | -$106K | ﹤0.01% | 891 |
|
|
2014
Q2 | $408K | Buy |
18,973
+6,068
| +47% | +$130K | 0.01% | 723 |
|
|
2014
Q1 | $289K | Buy |
12,905
+8,344
| +183% | +$187K | ﹤0.01% | 835 |
|
|
2013
Q4 | $95K | Buy |
4,561
+1,097
| +32% | +$22.8K | ﹤0.01% | 1222 |
|
|
2013
Q3 | $84K | Buy |
3,464
+163
| +5% | +$3.95K | ﹤0.01% | 1217 |
|
|
2013
Q2 | $67K | Buy |
+3,301
| New | +$67K | ﹤0.01% | 1214 |
|