Creative Planning’s Weibo WB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $91.1K | Sell |
10,408
-98
| -0.9% | -$983 | ﹤0.01% | 3922 |
|
|
2025
Q4 | $107K | Buy |
10,506
+99
| +1% | +$1.06K | ﹤0.01% | 3702 |
|
|
2025
Q3 | $129K | Sell |
10,407
-127
| -1% | -$1.39K | ﹤0.01% | 3628 |
|
|
2025
Q2 | $100K | Sell |
10,534
-2,803
| -21% | -$24.6K | ﹤0.01% | 3427 |
|
|
2025
Q1 | $126K | Sell |
13,337
-75
| -0.6% | -$762 | ﹤0.01% | 3205 |
|
|
2024
Q4 | $128K | Buy |
13,412
+2,269
| +20% | +$21.7K | ﹤0.01% | 3102 |
|
|
2024
Q3 | $112K | Buy |
+11,143
| New | +$87.7K | ﹤0.01% | 2994 |
|
|
2024
Q2 | – | Sell |
-34,752
| Closed | -$316K | – | 3183 |
|
|
2024
Q1 | $316K | Buy |
34,752
+23,117
| +199% | +$210K | ﹤0.01% | 2208 |
|
|
2023
Q4 | $127K | Buy |
11,635
+11,630
| +232,600% | +$132K | ﹤0.01% | 2537 |
|
|
2023
Q3 | $63 | Sell |
5
-10,171
| -100% | -$135K | ﹤0.01% | 2885 |
|
|
2023
Q2 | $133K | Sell |
10,176
-2,754
| -21% | -$43.7K | ﹤0.01% | 2299 |
|
|
2023
Q1 | $259K | Buy |
12,930
+524
| +4% | +$10.7K | ﹤0.01% | 1923 |
|
|
2022
Q4 | $237K | Buy |
+12,406
| New | +$187K | ﹤0.01% | 1906 |
|
|
2022
Q2 | – | Sell |
-5
| Closed | – | – | 2556 |
|
|
2022
Q1 | $0 | Buy |
+5
| New | +$148 | ﹤0.01% | 2450 |
|
|
2018
Q4 | – | Sell |
-10,039
| Closed | -$734K | – | 2119 |
|
|
2018
Q3 | $734K | Sell |
10,039
-26,824
| -73% | -$2.16M | ﹤0.01% | 892 |
|
|
2018
Q2 | $3.27M | Buy |
36,863
+437
| +1% | +$47.5K | 0.01% | 355 |
|
|
2018
Q1 | $4.35M | Buy |
36,426
+26,120
| +253% | +$3.33M | 0.02% | 278 |
|
|
2017
Q4 | $1.07M | Sell |
10,306
-27,020
| -72% | -$2.79M | ﹤0.01% | 703 |
|
|
2017
Q3 | $3.69M | Buy |
37,326
+528
| +1% | +$46.5K | 0.02% | 296 |
|
|
2017
Q2 | $2.45M | Buy |
36,798
+1,330
| +4% | +$86.3K | 0.01% | 380 |
|
|
2017
Q1 | $1.85M | Sell |
35,468
-418
| -1% | -$20.8K | 0.01% | 453 |
|
|
2016
Q4 | $1.46M | Buy |
35,886
+1,129
| +3% | +$53.9K | 0.01% | 498 |
|
|
2016
Q3 | $1.74M | Buy |
34,757
+33,757
| +3,376% | +$1.4M | 0.01% | 418 |
|
|
2016
Q2 | $28K | Buy |
+1,000
| New | +$24.3K | ﹤0.01% | 2552 |
|
|
2015
Q2 | – | Sell |
-1,200
| Closed | -$15K | – | 3008 |
|
|
2015
Q1 | $15K | Sell |
1,200
-2,100
| -64% | -$28.3K | ﹤0.01% | 2938 |
|
|
2014
Q4 | $47K | Buy |
3,300
+2,000
| +154% | +$34.8K | ﹤0.01% | 2050 |
|
|
2014
Q3 | $24K | Buy |
1,300
+500
| +63% | +$10K | ﹤0.01% | 2427 |
|
|
2014
Q2 | $16K | Buy |
+800
| New | +$15.6K | ﹤0.01% | 2635 |
|
Other funds holding WB
AG
KFA
CCM
SCM
NAMI
