Creative Planning’s NCR Voyix VYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.25M | Sell |
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|
2025
Q2 | $1.33M | Buy |
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|
2025
Q1 | $784K | Buy |
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|
2024
Q4 | $734K | Buy |
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|
2024
Q3 | $637K | Sell |
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|
2024
Q2 | $704K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $187K | Sell |
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|
2023
Q3 | $292K | Sell |
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|
2023
Q2 | $287K | Sell |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $317K | Sell |
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|
2022
Q3 | $287K | Buy |
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|
2022
Q2 | $423K | Buy |
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|
2022
Q1 | $476K | Buy |
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|
2021
Q4 | $472K | Sell |
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|
2021
Q3 | $516K | Sell |
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|
2021
Q2 | $694K | Buy |
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|
2021
Q1 | $422K | Buy |
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|
2020
Q4 | $345K | Sell |
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|
2020
Q3 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $396K | Sell |
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|
2019
Q3 | $358K | Sell |
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|
2019
Q2 | $359K | Buy |
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|
2019
Q1 | $274K | Buy |
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|
2018
Q4 | $227K | Sell |
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|
2018
Q3 | $298K | Sell |
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|
2018
Q2 | $333K | Sell |
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|
2018
Q1 | $549K | Buy |
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|
2017
Q4 | $293K | Buy |
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|
2017
Q3 | $321K | Buy |
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|
2017
Q2 | $219K | Sell |
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|
2017
Q1 | $273K | Sell |
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|
2016
Q4 | $285K | Buy |
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|
2016
Q3 | $217K | Buy |
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|
2016
Q2 | $185K | Sell |
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|
2016
Q1 | $211K | Sell |
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|
2015
Q4 | $182K | Buy |
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|
2015
Q3 | $142K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $220K | Sell |
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|
2014
Q4 | $230K | Sell |
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|
2014
Q3 | $283K | Sell |
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|
2014
Q2 | $408K | Buy |
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|
2014
Q1 | $289K | Buy |
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|
2013
Q4 | $95K | Buy |
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|
2013
Q3 | $84K | Buy |
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|
2013
Q2 | $67K | Buy |
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