Creative Planning’s Wolfspeed WOLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-10,056
| Closed | -$175K | – | 4208 |
|
|
2025
Q4 | $175K | Buy |
+10,056
| New | +$231K | ﹤0.01% | 3595 |
|
|
2025
Q3 | – | Sell |
-30,476
| Closed | -$12.2K | – | 4032 |
|
|
2025
Q2 | $12.2K | Sell |
30,476
-24,341
| -44% | -$55.5K | ﹤0.01% | 3613 |
|
|
2025
Q1 | $168K | Buy |
54,817
+26,856
| +96% | +$157K | ﹤0.01% | 3135 |
|
|
2024
Q4 | $186K | Buy |
27,961
+4,867
| +21% | +$49.6K | ﹤0.01% | 2994 |
|
|
2024
Q3 | $224K | Buy |
+23,094
| New | +$340K | ﹤0.01% | 2746 |
|
|
2024
Q1 | – | Sell |
-5,565
| Closed | -$242K | – | 3017 |
|
|
2023
Q4 | $242K | Buy |
+5,565
| New | +$202K | ﹤0.01% | 2263 |
|
|
2023
Q3 | – | Sell |
-5,588
| Closed | -$311K | – | 3055 |
|
|
2023
Q2 | $311K | Buy |
5,588
+280
| +5% | +$14.3K | ﹤0.01% | 1889 |
|
|
2023
Q1 | $345K | Buy |
5,308
+121
| +2% | +$8.84K | ﹤0.01% | 1709 |
|
|
2022
Q4 | $358K | Sell |
5,187
-646
| -11% | -$57.3K | ﹤0.01% | 1610 |
|
|
2022
Q3 | $603K | Buy |
5,833
+2,024
| +53% | +$194K | ﹤0.01% | 1214 |
|
|
2022
Q2 | $242K | Sell |
3,809
-430
| -10% | -$35.8K | ﹤0.01% | 1761 |
|
|
2022
Q1 | $483K | Sell |
4,239
-431
| -9% | -$43.4K | ﹤0.01% | 1334 |
|
|
2021
Q4 | $522K | Sell |
4,670
-304
| -6% | -$33.9K | ﹤0.01% | 1277 |
|
|
2021
Q3 | $402K | Buy |
4,974
+54
| +1% | +$4.8K | ﹤0.01% | 1419 |
|
|
2021
Q2 | $482K | Buy |
4,920
+753
| +18% | +$76K | ﹤0.01% | 1296 |
|
|
2021
Q1 | $451K | Sell |
4,167
-233
| -5% | -$26.2K | ﹤0.01% | 1503 |
|
|
2020
Q4 | $466K | Buy |
4,400
+484
| +12% | +$38.9K | ﹤0.01% | 1362 |
|
|
2020
Q3 | $250K | Sell |
3,916
-1,287
| -25% | -$83.4K | ﹤0.01% | 1546 |
|
|
2020
Q2 | $308K | Sell |
5,203
-1,175
| -18% | -$56.6K | ﹤0.01% | 1284 |
|
|
2020
Q1 | $226K | Buy |
6,378
+171
| +3% | +$7.68K | ﹤0.01% | 1333 |
|
|
2019
Q4 | $286K | Sell |
6,207
-103
| -2% | -$4.81K | ﹤0.01% | 1428 |
|
|
2019
Q3 | $309K | Sell |
6,310
-637
| -9% | -$34.6K | ﹤0.01% | 1347 |
|
|
2019
Q2 | $390K | Sell |
6,947
-327
| -4% | -$20K | ﹤0.01% | 1211 |
|
|
2019
Q1 | $416K | Sell |
7,274
-179
| -2% | -$9.18K | ﹤0.01% | 1137 |
|
|
2018
Q4 | $319K | Buy |
7,453
+951
| +15% | +$38.6K | ﹤0.01% | 1202 |
|
|
2018
Q3 | $246K | Buy |
6,502
+514
| +9% | +$23.4K | ﹤0.01% | 1541 |
|
|
2018
Q2 | $249K | Buy |
5,988
+834
| +16% | +$36.5K | ﹤0.01% | 1484 |
|
|
2018
Q1 | $208K | Buy |
+5,154
| New | +$194K | ﹤0.01% | 1589 |
|
|
2017
Q3 | – | Sell |
-5,570
| Closed | -$137K | – | 3721 |
|
|
2017
Q2 | $137K | Sell |
5,570
-195
| -3% | -$4.67K | ﹤0.01% | 1763 |
|
|
2017
Q1 | $154K | Sell |
5,765
-4,593
| -44% | -$125K | ﹤0.01% | 1661 |
|
|
2016
Q4 | $273K | Buy |
10,358
+434
| +4% | +$10.8K | ﹤0.01% | 1236 |
|
|
2016
Q3 | $255K | Sell |
9,924
-605
| -6% | -$15.6K | ﹤0.01% | 1272 |
|
|
2016
Q2 | $257K | Buy |
10,529
+3,235
| +44% | +$78.6K | ﹤0.01% | 1131 |
|
|
2016
Q1 | $212K | Sell |
7,294
-2,191
| -23% | -$62.8K | ﹤0.01% | 1179 |
|
|
2015
Q4 | $253K | Buy |
9,485
+1,739
| +22% | +$45K | ﹤0.01% | 1076 |
|
|
2015
Q3 | $188K | Buy |
+7,746
| New | +$198K | ﹤0.01% | 1225 |
|
|
2015
Q2 | – | Sell |
-12,957
| Closed | -$460K | – | 3031 |
|
|
2015
Q1 | $460K | Buy |
12,957
+3,388
| +35% | +$122K | ﹤0.01% | 772 |
|
|
2014
Q4 | $308K | Buy |
9,569
+3,833
| +67% | +$126K | ﹤0.01% | 921 |
|
|
2014
Q3 | $235K | Sell |
5,736
-3,802
| -40% | -$176K | ﹤0.01% | 981 |
|
|
2014
Q2 | $476K | Buy |
9,538
+2,455
| +35% | +$122K | 0.01% | 662 |
|
|
2014
Q1 | $401K | Sell |
7,083
-3,757
| -35% | -$229K | 0.01% | 716 |
|
|
2013
Q4 | $678K | Buy |
10,840
+6,132
| +130% | +$379K | 0.01% | 430 |
|
|
2013
Q3 | $283K | Buy |
4,708
+2,280
| +94% | +$145K | 0.01% | 626 |
|
|
2013
Q2 | $155K | Buy |
+2,428
| New | +$142K | ﹤0.01% | 766 |
|
Other funds holding WOLF
REA
SPC
VCM
