Alamo shares owned by Creative Planning
Historical chart of Creative Planning investment in Alamo
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All positions including Alamo held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Alamo by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $277k | 1.3k | 210.19 |
| 2023-09-30 | $201k | 1.2k | 172.86 |
| 2023-06-30 | $215k | 1.2k | 183.91 |
| 2023-03-31 | $214k | 1.2k | 184.16 |
| 2020-12-31 | $2.3M | 17k | 137.94 |
| 2020-09-30 | $1.8M | 17k | 108.03 |
| 2020-06-30 | $1.7M | 17k | 102.66 |
| 2020-03-31 | $1.5M | 17k | 88.75 |
| 2017-06-30 | $65k | 712 | 91.29 |
| 2017-03-31 | $53k | 700 | 75.71 |
| 2015-09-30 | $9.0k | 200 | 45.00 |
| 2014-09-30 | $14k | 350 | 40.00 |
| 2014-06-30 | $33k | 604 | 54.64 |
| 2013-12-31 | $8.0k | 130 | 61.54 |