Creative Planning’s W&T Offshore WTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $58.4K | Sell |
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|
2025
Q2 | $70.8K | Buy |
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|
2025
Q1 | $46.7K | Sell |
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|
2024
Q4 | $54.5K | Sell |
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|
2024
Q3 | $617K | Buy |
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|
2024
Q2 | $536K | Buy |
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|
2024
Q1 | $433K | Buy |
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|
2023
Q4 | $183K | Buy |
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|
2023
Q3 | $84.1K | Sell |
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|
2023
Q2 | $85.7K | Sell |
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|
2023
Q1 | $136K | Buy |
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|
2022
Q4 | $102K | Buy |
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|
2022
Q3 | $92K | Buy |
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|
2022
Q2 | $64K | Buy |
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|
2022
Q1 | $56K | Hold |
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|
2021
Q4 | $47K | Sell |
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|
2021
Q3 | $174K | Buy |
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|
2021
Q2 | $70K | Sell |
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|
2021
Q1 | $58K | Sell |
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|
2020
Q4 | $188K | Buy |
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|
2020
Q3 | $155K | Buy |
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|
2020
Q2 | $102K | Buy |
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|
2020
Q1 | $29K | Buy |
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|
2019
Q4 | $57K | Hold |
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|
2019
Q3 | $45K | Hold |
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|
2019
Q2 | $51K | Hold |
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|
2019
Q1 | $71K | Hold |
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|
2018
Q4 | $43K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $254K | Sell |
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|
2017
Q2 | $204K | Buy |
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|
2017
Q1 | $6K | Sell |
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|
2016
Q4 | $74K | Buy |
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|
2016
Q3 | $2K | Sell |
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|
2016
Q2 | $20K | Sell |
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|
2016
Q1 | $129K | Buy |
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|
2015
Q4 | $97K | Buy |
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|
2015
Q3 | $82K | Buy |
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|
2015
Q2 | $133K | Buy |
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|
2015
Q1 | $1K | Sell |
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|
2014
Q4 | $2K | Hold |
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|
2014
Q3 | $3K | Hold |
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|
2014
Q2 | $5K | Hold |
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|
2014
Q1 | $5K | Hold |
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|
2013
Q4 | $5K | Hold |
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|
2013
Q3 | $5K | Buy |
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|
2013
Q2 | $3K | Buy |
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