WesBan shares owned by Creative Planning
Historical chart of Creative Planning investment in WesBan
Tip: Access up to 7 years of quarterly data
All positions including WesBan held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in WesBan by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 112k | 31.93 |
| 2025-06-30 | $3.0M | 94k | 31.63 |
| 2025-03-31 | $3.0M | 98k | 30.96 |
| 2024-12-31 | $1.5M | 47k | 32.54 |
| 2024-09-30 | $1.1M | 37k | 29.78 |
| 2024-06-30 | $888k | 32k | 27.91 |
| 2024-03-31 | $801k | 27k | 29.81 |
| 2023-12-31 | $756k | 24k | 31.37 |
| 2023-09-30 | $819k | 34k | 24.42 |
| 2023-06-30 | $830k | 32k | 25.61 |
| 2023-03-31 | $756k | 25k | 30.70 |
| 2022-12-31 | $1.2M | 32k | 36.98 |
| 2022-09-30 | $1.1M | 33k | 33.37 |
| 2022-06-30 | $976k | 31k | 31.71 |
| 2022-03-31 | $1.1M | 31k | 34.38 |
| 2021-12-31 | $1.1M | 31k | 34.99 |
| 2021-09-30 | $828k | 24k | 34.08 |
| 2021-06-30 | $865k | 24k | 35.64 |
| 2021-03-31 | $962k | 27k | 36.07 |
| 2020-12-31 | $997k | 33k | 29.96 |
| 2020-09-30 | $793k | 37k | 21.35 |
| 2020-06-30 | $742k | 37k | 20.30 |
| 2020-03-31 | $776k | 33k | 23.69 |
| 2019-12-31 | $1.2M | 32k | 37.78 |
| 2019-09-30 | $1.2M | 32k | 37.37 |
| 2019-06-30 | $1.6M | 40k | 38.55 |
| 2019-03-31 | $1.6M | 40k | 39.76 |
| 2018-12-31 | $1.5M | 42k | 36.70 |
| 2018-09-30 | $2.0M | 45k | 44.59 |
| 2018-06-30 | $2.0M | 45k | 45.03 |
| 2018-03-31 | $2.1M | 50k | 42.31 |
| 2017-12-31 | $2.5M | 63k | 40.64 |
| 2017-09-30 | $333k | 8.1k | 41.05 |
| 2017-06-30 | $321k | 8.1k | 39.57 |
| 2017-03-31 | $309k | 8.1k | 38.09 |
| 2016-12-31 | $349k | 8.1k | 43.02 |
| 2016-09-30 | $267k | 8.1k | 32.91 |
| 2015-03-31 | $1.1M | 35k | 32.58 |
| 2014-12-31 | $1.2M | 35k | 34.80 |
| 2014-09-30 | $1.1M | 35k | 30.59 |
| 2014-06-30 | $1.1M | 35k | 31.05 |
| 2014-03-31 | $1.1M | 35k | 31.83 |
| 2013-12-31 | $1.1M | 35k | 32.00 |
| 2013-09-30 | $1.0M | 35k | 29.72 |
| 2013-06-30 | $916k | 35k | 26.43 |
| 2012-12-31 | $770k | 35k | 22.22 |
| 2012-09-30 | $718k | 35k | 20.72 |
| 2012-06-30 | $737k | 35k | 21.27 |