Creative Planning’s Wabash National WNC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $513K | Sell |
48,275
-69,554
| -59% | -$739K | ﹤0.01% | 2446 |
|
2025
Q1 | $1.3M | Buy |
117,829
+107,547
| +1,046% | +$1.19M | ﹤0.01% | 1506 |
|
2024
Q4 | $176K | Buy |
+10,282
| New | +$176K | ﹤0.01% | 3000 |
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$22K | – | 3609 |
|
2017
Q2 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 3100 |
|
2017
Q1 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 3077 |
|
2016
Q4 | $16K | Sell |
1,000
-1,213
| -55% | -$19.4K | ﹤0.01% | 3193 |
|
2016
Q3 | $32K | Buy |
2,213
+1,113
| +101% | +$16.1K | ﹤0.01% | 2677 |
|
2016
Q2 | $14K | Sell |
1,100
-1,416
| -56% | -$18K | ﹤0.01% | 2997 |
|
2016
Q1 | $33K | Sell |
2,516
-530
| -17% | -$6.95K | ﹤0.01% | 2380 |
|
2015
Q4 | $36K | Sell |
3,046
-934
| -23% | -$11K | ﹤0.01% | 2371 |
|
2015
Q3 | $42K | Buy |
+3,980
| New | +$42K | ﹤0.01% | 2149 |
|
2015
Q2 | – | Sell |
-2,480
| Closed | -$35K | – | 2888 |
|
2015
Q1 | $35K | Sell |
2,480
-100
| -4% | -$1.41K | ﹤0.01% | 2256 |
|
2014
Q4 | $32K | Hold |
2,580
| – | – | ﹤0.01% | 2289 |
|
2014
Q3 | $34K | Hold |
2,580
| – | – | ﹤0.01% | 2163 |
|
2014
Q2 | $37K | Buy |
2,580
+1,000
| +63% | +$14.3K | ﹤0.01% | 2065 |
|
2014
Q1 | $22K | Buy |
+1,580
| New | +$22K | ﹤0.01% | 2288 |
|