Creative Planning’s Weibo WB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $100K | Sell |
10,534
-2,803
| -21% | -$26.7K | ﹤0.01% | 3410 |
|
|
2025
Q1 | $126K | Sell |
13,337
-75
| -0.6% | -$710 | ﹤0.01% | 3191 |
|
|
2024
Q4 | $128K | Buy |
13,412
+2,269
| +20% | +$21.7K | ﹤0.01% | 3092 |
|
|
2024
Q3 | $112K | Buy |
+11,143
| New | +$112K | ﹤0.01% | 2994 |
|
|
2024
Q2 | – | Sell |
-34,752
| Closed | -$316K | – | 3090 |
|
|
2024
Q1 | $316K | Buy |
34,752
+23,117
| +199% | +$210K | ﹤0.01% | 2199 |
|
|
2023
Q4 | $127K | Buy |
11,635
+11,630
| +232,600% | +$127K | ﹤0.01% | 2527 |
|
|
2023
Q3 | $63 | Sell |
5
-10,171
| -100% | -$128K | ﹤0.01% | 2798 |
|
|
2023
Q2 | $133K | Sell |
10,176
-2,754
| -21% | -$36.1K | ﹤0.01% | 2288 |
|
|
2023
Q1 | $259K | Buy |
12,930
+524
| +4% | +$10.5K | ﹤0.01% | 1916 |
|
|
2022
Q4 | $237K | Buy |
+12,406
| New | +$237K | ﹤0.01% | 1897 |
|
|
2022
Q2 | – | Sell |
-5
| Closed | – | – | 2435 |
|
|
2022
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2372 |
|
|
2018
Q4 | – | Sell |
-10,039
| Closed | -$734K | – | 1935 |
|
|
2018
Q3 | $734K | Sell |
10,039
-26,824
| -73% | -$1.96M | ﹤0.01% | 885 |
|
|
2018
Q2 | $3.27M | Buy |
36,863
+437
| +1% | +$38.8K | 0.01% | 354 |
|
|
2018
Q1 | $4.35M | Buy |
36,426
+26,120
| +253% | +$3.12M | 0.02% | 278 |
|
|
2017
Q4 | $1.07M | Sell |
10,306
-27,020
| -72% | -$2.79M | ﹤0.01% | 696 |
|
|
2017
Q3 | $3.69M | Buy |
37,326
+528
| +1% | +$52.2K | 0.02% | 295 |
|
|
2017
Q2 | $2.45M | Buy |
36,798
+1,330
| +4% | +$88.4K | 0.01% | 378 |
|
|
2017
Q1 | $1.85M | Sell |
35,468
-418
| -1% | -$21.8K | 0.01% | 452 |
|
|
2016
Q4 | $1.46M | Buy |
35,886
+1,129
| +3% | +$45.8K | 0.01% | 497 |
|
|
2016
Q3 | $1.74M | Buy |
34,757
+33,757
| +3,376% | +$1.69M | 0.01% | 417 |
|
|
2016
Q2 | $28K | Buy |
+1,000
| New | +$28K | ﹤0.01% | 2525 |
|
|
2015
Q2 | – | Sell |
-1,200
| Closed | -$15K | – | 2870 |
|
|
2015
Q1 | $15K | Sell |
1,200
-2,100
| -64% | -$26.3K | ﹤0.01% | 2904 |
|
|
2014
Q4 | $47K | Buy |
3,300
+2,000
| +154% | +$28.5K | ﹤0.01% | 2032 |
|
|
2014
Q3 | $24K | Buy |
1,300
+500
| +63% | +$9.23K | ﹤0.01% | 2401 |
|
|
2014
Q2 | $16K | Buy |
+800
| New | +$16K | ﹤0.01% | 2591 |
|