Creative Planning’s Cactus WHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $679K | Buy |
15,522
+8,531
| +122% | +$373K | ﹤0.01% | 2183 |
|
|
2025
Q1 | $320K | Sell |
6,991
-5,636
| -45% | -$258K | ﹤0.01% | 2685 |
|
|
2024
Q4 | $737K | Buy |
12,627
+1,335
| +12% | +$77.9K | ﹤0.01% | 1883 |
|
|
2024
Q3 | $674K | Buy |
11,292
+2,433
| +27% | +$145K | ﹤0.01% | 1844 |
|
|
2024
Q2 | $467K | Buy |
+8,859
| New | +$467K | ﹤0.01% | 1988 |
|