Plancorp LLC’s Post Holdings POST Stock Holding History

Plancorp LLC’s Portfolio POST Stock Details POST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.4M	Buy	31,171 +1	+0%	+$109	0.12%	71
2025 Q1	$3.63M	Buy	31,170 +189	+0.6%	+$22K	0.14%	61
2024 Q4	$3.55M	Sell	30,981 -146	-0.5%	-$16.7K	0.15%	55
2024 Q3	$3.6M	Buy	31,127 +2,002	+7%	+$232K	0.15%	54
2024 Q2	$3.03M	Buy	29,125 +7	+0%	+$729	0.13%	58
2024 Q1	$3.09M	Buy	+29,118	New	+$3.09M	0.13%	59
2022 Q1	–	Sell	-3,322	Closed	-$245K	–	252
2021 Q4	$245K	Hold	3,322	–	–	0.02%	218
2021 Q3	$239K	Hold	3,322	–	–	0.02%	211
2021 Q2	$236K	Hold	3,322	–	–	0.02%	201
2021 Q1	$230K	Sell	3,322 -492	-13%	-$34.1K	0.05%	191
2020 Q4	$252K	Sell	3,814 -73	-2%	-$4.82K	0.06%	175
2020 Q3	$219K	Sell	3,887 -57	-1%	-$3.21K	0.07%	166
2020 Q2	$226K	Sell	3,944 -414	-9%	-$23.7K	0.07%	156
2020 Q1	$237K	Buy	4,358 +543	+14%	+$29.5K	0.09%	142
2019 Q4	$272K	Buy	3,815 +389	+11%	+$27.7K	0.08%	159
2019 Q3	$237K	Hold	3,426	–	–	0.09%	155
2019 Q2	$233K	Sell	3,426 -84	-2%	-$5.71K	0.09%	153
2019 Q1	$251K	Hold	3,510	–	–	0.1%	153
2018 Q4	$205K	Buy	+3,510	New	+$205K	0.09%	149
2018 Q3	–	Sell	-23,737	Closed	-$1.34M	–	178
2018 Q2	$1.34M	Hold	23,737	–	–	0.53%	40
2018 Q1	$1.18M	Sell	23,737 -31,089	-57%	-$1.54M	0.38%	45
2017 Q4	$2.84M	Sell	54,826 -3,693	-6%	-$192K	0.93%	23
2017 Q3	$3.38M	Sell	58,519 -1,667	-3%	-$96.3K	1%	18
2017 Q2	$3.06M	Sell	60,186 -153	-0.3%	-$7.77K	0.91%	19
2017 Q1	$3.46M	Hold	60,339	–	–	1.01%	18
2016 Q4	$3.17M	Sell	60,339 -77	-0.1%	-$4.05K	0.9%	18
2016 Q3	$3.05M	Buy	60,416 +4,684	+8%	+$237K	1.94%	15
2016 Q2	$3.02M	Buy	+55,732	New	+$3.02M	2.68%	12
2016 Q1	–	Sell	-55,732	Closed	-$2.25M	–	73
2015 Q4	$2.25M	Hold	55,732	–	–	2.69%	6
2015 Q3	$2.16M	Hold	55,732	–	–	1.95%	9
2015 Q2	$1.97M	Hold	55,732	–	–	1.83%	11
2015 Q1	$1.71M	Hold	55,732	–	–	1.7%	9
2014 Q4	$1.53M	Buy	+55,732	New	+$1.53M	1.6%	10