Creative Planning’s Westwater Resources WWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.4K | Hold |
17,415
| – | – | ﹤0.01% | 4069 |
|
|
2025
Q4 | $13.1K | Sell |
17,415
-4,085
| -19% | -$5.07K | ﹤0.01% | 3863 |
|
|
2025
Q3 | $20.4K | Buy |
21,500
+5,000
| +30% | +$3.76K | ﹤0.01% | 3819 |
|
|
2025
Q2 | $9.92K | Sell |
16,500
-792
| -5% | -$416 | ﹤0.01% | 3624 |
|
|
2025
Q1 | $9.54K | Buy |
17,292
+281
| +2% | +$219 | ﹤0.01% | 3427 |
|
|
2024
Q4 | $12.1K | Hold |
17,011
| – | – | ﹤0.01% | 3375 |
|
|
2024
Q3 | $8.78K | Sell |
17,011
-100
| -0.6% | -$51 | ﹤0.01% | 3175 |
|
|
2024
Q2 | $8.24K | Buy |
17,111
+292
| +2% | +$140 | ﹤0.01% | 3019 |
|
|
2024
Q1 | $8.24K | Hold |
16,819
| – | – | ﹤0.01% | 2874 |
|
|
2023
Q4 | $9.5K | Buy |
+16,819
| New | +$10.1K | ﹤0.01% | 2719 |
|
|
2021
Q2 | – | Sell |
-12,139
| Closed | -$65K | – | 2616 |
|
|
2021
Q1 | $65K | Buy |
+12,139
| New | +$77.9K | ﹤0.01% | 2322 |
|
|
2019
Q2 | – | Sell |
-239
| Closed | -$2K | – | 2136 |
|
|
2019
Q1 | $2K | Buy |
239
+1
| +0.4% | +$7 | ﹤0.01% | 1940 |
|
|
2018
Q4 | $2K | Sell |
238
-18
| -7% | -$170 | ﹤0.01% | 1910 |
|
|
2018
Q3 | $3K | Hold |
256
| – | – | ﹤0.01% | 2032 |
|
|
2018
Q2 | $5K | Sell |
256
-20
| -7% | -$482 | ﹤0.01% | 1979 |
|
|
2018
Q1 | $8K | Hold |
276
| – | – | ﹤0.01% | 1945 |
|
|
2017
Q4 | $15K | Sell |
276
-74
| -21% | -$3.87K | ﹤0.01% | 1869 |
|
|
2017
Q3 | $25K | Buy |
350
+14
| +4% | +$1K | ﹤0.01% | 1825 |
|
|
2017
Q2 | $25K | Hold |
336
| – | – | ﹤0.01% | 3034 |
|
|
2017
Q1 | $32K | Buy |
336
+198
| +143% | +$20.2K | ﹤0.01% | 2798 |
|
|
2016
Q4 | $9K | Hold |
138
| – | – | ﹤0.01% | 3633 |
|
|
2016
Q3 | $9K | Buy |
+138
| New | +$10.3K | ﹤0.01% | 3595 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 4544 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 4561 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 4604 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 4369 |
|
|
2015
Q2 | – | Sell |
-3
| Closed | -$3K | – | 3047 |
|
|
2015
Q1 | $3K | Buy |
+3
| New | +$3.04K | ﹤0.01% | 3775 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 4374 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 4183 |
|
Other funds holding WWR
VCM
VFT
BFM
XT