Creative Planning Robo Global Robotics And Autom Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in Robo Global Robotics And Autom stock. As of the latest transaction made, Creative Planning holds 14,555 shares of ROBO stock, worth $970,964. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,555

Previous 14,240 2.21%

Holding current value

$970,964

Previous $851,000 12.1%

% of portfolio

0.0%

Previous 0.0%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$59.49 - $67.23 $18,739 - $21,177	315 Added 2.21%	14,555 $954,000
Q2 2025 Aug 08, 2025	BUY	$43.89 - $59.78 $42,485 - $57,867	968 Added 7.29%	14,240 $851,000
Q1 2025 May 15, 2025	BUY	$51.5 - $60.89 $44,238 - $52,304	859 Added 6.92%	13,272 $683,000
Q4 2024 Feb 14, 2025	SELL	$55.06 - $58.6 $15,031 - $15,997	-273 Reduced 2.15%	12,413 $698,000
Q3 2024 Oct 11, 2024	SELL	$50.56 - $58.65 $43,026 - $49,911	-851 Reduced 6.29%	12,686 $723,000

Q2 2024 Aug 15, 2024	SELL	$53.1 - $58.12 $138,697 - $151,809	-2,612 Reduced 16.17%	13,537 $745,000
Q1 2024 May 10, 2024	SELL	$54.12 - $59.18 $38,912 - $42,550	-719 Reduced 4.26%	16,149 $946,000
Q4 2023 Feb 14, 2024	BUY	$45.51 - $57.66 $12,651 - $16,029	278 Added 1.68%	16,868 $966,000
Q3 2023 Nov 16, 2023	SELL	$49.18 - $60.05 $504,832 - $616,413	-10,265 Reduced 38.22%	16,590 $835,000
Q2 2023 Jul 21, 2023	BUY	$52.22 - $59.37 $305,591 - $347,433	5,852 Added 27.86%	26,855 $1.57 Million
Q1 2023 May 15, 2023	SELL	$46.57 - $55.36 $194,476 - $231,183	-4,176 Reduced 16.59%	21,003 $1.15 Million
Q4 2022 Feb 10, 2023	BUY	$40.58 - $49.65 $65,536 - $80,184	1,615 Added 6.85%	25,179 $1.17 Million
Q3 2022 Nov 03, 2022	BUY	$41.33 - $52.86 $47,364 - $60,577	1,146 Added 5.11%	23,564 $974,000
Q2 2022 Aug 15, 2022	BUY	$44.52 - $59.11 $10,951 - $14,541	246 Added 1.11%	22,418 $1.01 Million
Q1 2022 May 16, 2022	BUY	$53.94 - $70.26 $81,179 - $105,741	1,505 Added 7.28%	22,172 $1.29 Million
Q4 2021 Feb 11, 2022	BUY	$62.64 - $72.14 $12,465 - $14,355	199 Added 0.97%	20,667 $1.45 Million
Q3 2021 Nov 10, 2021	BUY	$62.71 - $69.78 $49,666 - $55,265	792 Added 4.03%	20,468 $1.32 Million
Q2 2021 Aug 04, 2021	SELL	$59.77 - $66.86 $830,145 - $928,618	-13,889 Reduced 41.38%	19,676 $1.28 Million
Q1 2021 Apr 30, 2021	BUY	$60.8 - $71.55 $173,340 - $203,989	2,851 Added 9.28%	33,565 $2.13 Million
Q4 2020 Jan 29, 2021	BUY	$48.15 - $61.01 $6,163 - $7,809	128 Added 0.42%	30,714 $1.87 Million
Q3 2020 Nov 05, 2020	BUY	$43.42 - $49.68 $218,228 - $249,691	5,026 Added 19.66%	30,586 $1.47 Million
Q2 2020 Jul 23, 2020	BUY	$31.52 - $45.15 $104,961 - $150,349	3,330 Added 14.98%	25,560 $1.11 Million
Q1 2020 May 05, 2020	BUY	$28.96 - $44.0 $118,649 - $180,268	4,097 Added 22.59%	22,230 $747,000
Q4 2019 Jan 30, 2020	BUY	$36.65 - $42.59 $100,054 - $116,270	2,730 Added 17.72%	18,133 $762,000
Q3 2019 Nov 01, 2019	SELL	$37.94 - $39.52 $22,764 - $23,712	-600 Reduced 3.75%	15,403 $591,000
Q2 2019 Jul 26, 2019	SELL	N/A	-6,188 Reduced 27.89%	16,003 $639,000
Q1 2019 Apr 24, 2019	SELL	N/A	-169 Reduced 0.76%	22,191 $859,000
Q4 2018 Feb 01, 2019	SELL	N/A	-2,384 Reduced 9.63%	22,360 $728,000
Q3 2018 Oct 25, 2018	BUY	N/A	4,248 Added 20.73%	24,744 $1.04 Million
Q2 2018 Jul 20, 2018	BUY	N/A	417 Added 2.08%	20,496 $820,000
Q1 2018 Apr 18, 2018	BUY	N/A	360 Added 1.83%	20,079 $840,000
Q4 2017 Jan 17, 2018	BUY	N/A	89 Added 0.45%	19,719 $815,000
Q3 2017 Oct 17, 2017	BUY	N/A	19,630	19,630 $759,000

Others Institutions Holding ROBO

# of Institutions

252

Shares Held

5.89M

Call Options Held

13.7K

Put Options Held

5.1K

View Full List

About ROBO GLOBAL ROBOTICS AND AUTOM

Ticker ROBO
Sector ETFs
Industry ETFs

More about ROBO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Robo Global Robotics And Autom Transaction History