Creative Planning’s XPeng XPEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $715K | Sell |
39,979
-2,221
| -5% | -$39.7K | ﹤0.01% | 2132 |
|
|
2025
Q1 | $874K | Buy |
42,200
+272
| +0.6% | +$5.64K | ﹤0.01% | 1817 |
|
|
2024
Q4 | $496K | Buy |
41,928
+2,203
| +6% | +$26K | ﹤0.01% | 2224 |
|
|
2024
Q3 | $484K | Buy |
39,725
+6,704
| +20% | +$81.7K | ﹤0.01% | 2137 |
|
|
2024
Q2 | $242K | Sell |
33,021
-4,858
| -13% | -$35.6K | ﹤0.01% | 2515 |
|
|
2024
Q1 | $291K | Sell |
37,879
-1,337
| -3% | -$10.3K | ﹤0.01% | 2264 |
|
|
2023
Q4 | $572K | Buy |
39,216
+792
| +2% | +$11.6K | ﹤0.01% | 1610 |
|
|
2023
Q3 | $705K | Buy |
38,424
+2,458
| +7% | +$45.1K | ﹤0.01% | 1334 |
|
|
2023
Q2 | $483K | Buy |
35,966
+9,901
| +38% | +$133K | ﹤0.01% | 1567 |
|
|
2023
Q1 | $290K | Buy |
26,065
+139
| +0.5% | +$1.54K | ﹤0.01% | 1839 |
|
|
2022
Q4 | $258K | Buy |
25,926
+3,117
| +14% | +$31K | ﹤0.01% | 1820 |
|
|
2022
Q3 | $273K | Sell |
22,809
-254
| -1% | -$3.04K | ﹤0.01% | 1703 |
|
|
2022
Q2 | $732K | Sell |
23,063
-3,149
| -12% | -$99.9K | ﹤0.01% | 1110 |
|
|
2022
Q1 | $723K | Buy |
26,212
+9,298
| +55% | +$256K | ﹤0.01% | 1140 |
|
|
2021
Q4 | $851K | Sell |
16,914
-7,652
| -31% | -$385K | ﹤0.01% | 1028 |
|
|
2021
Q3 | $873K | Buy |
24,566
+862
| +4% | +$30.6K | ﹤0.01% | 1014 |
|
|
2021
Q2 | $1.05M | Buy |
23,704
+2,151
| +10% | +$95.6K | ﹤0.01% | 909 |
|
|
2021
Q1 | $787K | Sell |
21,553
-5,053
| -19% | -$185K | ﹤0.01% | 1155 |
|
|
2020
Q4 | $1.14M | Buy |
+26,606
| New | +$1.14M | ﹤0.01% | 878 |
|