Creative Planning’s Zevra Therapeutics ZVRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $109K | Buy |
11,681
+137
| +1% | +$1.24K | ﹤0.01% | 3888 |
|
|
2025
Q4 | $103K | Sell |
11,544
-1,529
| -12% | -$14.5K | ﹤0.01% | 3711 |
|
|
2025
Q3 | $124K | Buy |
13,073
+2,620
| +25% | +$26.3K | ﹤0.01% | 3636 |
|
|
2025
Q2 | $92.1K | Buy |
+10,453
| New | +$84.8K | ﹤0.01% | 3447 |
|
|
2025
Q1 | – | Sell |
-370
| Closed | -$3.09K | – | 3761 |
|
|
2024
Q4 | $3.09K | Buy |
+370
| New | +$3.16K | ﹤0.01% | 3436 |
|
|
2021
Q2 | – | Sell |
-16,077
| Closed | -$148K | – | 2632 |
|
|
2021
Q1 | $148K | Buy |
+16,077
| New | +$140K | ﹤0.01% | 2169 |
|
|
2020
Q2 | – | Sell |
-28,132
| Closed | -$101K | – | 2157 |
|
|
2020
Q1 | $101K | Hold |
28,132
| – | – | ﹤0.01% | 1531 |
|
|
2019
Q4 | $171K | Hold |
28,132
| – | – | ﹤0.01% | 1669 |
|
|
2019
Q3 | $310K | Hold |
28,132
| – | – | ﹤0.01% | 1345 |
|
|
2019
Q2 | $788K | Hold |
28,132
| – | – | ﹤0.01% | 863 |
|
|
2019
Q1 | $752K | Hold |
28,132
| – | – | ﹤0.01% | 848 |
|
|
2018
Q4 | $801K | Hold |
28,132
| – | – | ﹤0.01% | 760 |
|
|
2018
Q3 | $2.16M | Sell |
28,132
-106
| -0.4% | -$8.28K | 0.01% | 461 |
|
|
2018
Q2 | $2.94M | Sell |
28,238
-107
| -0.4% | -$10.4K | 0.01% | 380 |
|
|
2018
Q1 | $3.58M | Hold |
28,345
| – | – | 0.01% | 325 |
|
|
2017
Q4 | $1.84M | Hold |
28,345
| – | – | 0.01% | 487 |
|
|
2017
Q3 | $1.68M | Hold |
28,345
| – | – | 0.01% | 519 |
|
|
2017
Q2 | $1.81M | Sell |
28,345
-13
| -0% | -$856 | 0.01% | 466 |
|
|
2017
Q1 | $2.22M | Buy |
28,358
+638
| +2% | +$38.8K | 0.01% | 389 |
|
|
2016
Q4 | $1.31M | Buy |
27,720
+2,045
| +8% | +$126K | 0.01% | 526 |
|
|
2016
Q3 | $1.84M | Buy |
25,675
+25,125
| +4,568% | +$1.79M | 0.01% | 394 |
|
|
2016
Q2 | $35K | Hold |
550
| – | – | ﹤0.01% | 2398 |
|
|
2016
Q1 | $128K | Hold |
550
| – | – | ﹤0.01% | 1482 |
|
|
2015
Q4 | $175K | Buy |
+550
| New | +$149K | ﹤0.01% | 1285 |
|
Other funds holding ZVRA
WP
NCM
VCM
ACM
