Creative Planning’s Xencor XNCR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$143K Buy
2025
Q1
$154K Buy
2024
Q4
$1.49K Sell
2024
Q3
$243K Sell
2024
Q2
$291K Sell
2024
Q1
$414K Buy
2023
Q4
$301K Buy
2017
Q4
Sell
2017
Q3
$857K Hold
2017
Q2
$790K Sell
2017
Q1
$919K Buy
2016
Q4
$984K Sell
2016
Q3
$919K Buy
2016
Q2
$712K Buy
2016
Q1
$502K Buy
2015
Q4
$58K Buy