A detailed history of Creative Planning transactions in Artesian Resources Corp stock. As of the latest transaction made, Creative Planning holds 8,561 shares of ARTNA stock, worth $256,744. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,561
Previous 6,797 25.95%
Holding current value
$256,744
Previous $238,000 33.61%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$35.06 - $40.86 $61,845 - $72,077
1,764 Added 25.95%
8,561 $318,000
Q2 2024

Aug 15, 2024

SELL
$33.72 - $40.87 $105,981 - $128,454
-3,143 Reduced 31.62%
6,797 $238,000
Q1 2024

May 10, 2024

BUY
$34.3 - $40.79 $340,942 - $405,452
9,940 New
9,940 $368,000
Q3 2023

Nov 16, 2023

BUY
$41.87 - $49.46 $200,138 - $236,418
4,780 New
4,780 $200,000
Q2 2021

Aug 04, 2021

SELL
$36.13 - $41.51 $446,928 - $513,478
-12,370 Closed
0 $0
Q1 2021

Apr 30, 2021

SELL
$36.79 - $42.53 $29,358 - $33,938
-798 Reduced 6.06%
12,370 $487,000
Q1 2020

May 05, 2020

SELL
$31.24 - $39.39 $3,124 - $3,939
-100 Reduced 0.75%
13,168 $492,000
Q4 2019

Jan 30, 2020

SELL
$35.9 - $37.73 $25,130 - $26,410
-700 Reduced 5.01%
13,268 $494,000
Q2 2018

Jul 20, 2018

BUY
$35.3 - $39.72 $3,529 - $3,972
100 Added 0.72%
13,968 $542,000
Q4 2017

Jan 17, 2018

BUY
$37.14 - $42.66 $18,458 - $21,202
497 Added 3.72%
13,868 $535,000
Q3 2017

Oct 17, 2017

BUY
$35.96 - $39.8 $480,821 - $532,165
13,371
13,371 $505,000

Others Institutions Holding ARTNA

About ARTESIAN RESOURCES CORP


  • Ticker ARTNA
  • Exchange OTC
  • Sector Utilities
  • Industry Utilities—Regulated Water
  • Shares Outstandng 8,609,500
  • Market Cap $258M
  • Description
  • Artesian Resources Corporation, through its subsidiaries, provides water, wastewater, and other services in Delaware, Maryland, and Pennsylvania. The company distributes and sells water to residential, commercial, industrial, governmental, municipal, and utility customers, as well as for public and private fire protection in the states of Delawa...
More about ARTNA
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

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.