AE Wealth Management’s Porch Group PRCH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Sell
113,314
-192,444
-63% -$2.27M 0.01% 644
2025
Q1
$2.23M Hold
305,758
0.02% 502
2024
Q4
$1.5M Buy
305,758
+17,469
+6% +$85.9K 0.01% 613
2024
Q3
$443K Buy
288,289
+46,410
+19% +$71.2K ﹤0.01% 922
2024
Q2
$365K Buy
241,879
+16,793
+7% +$25.4K ﹤0.01% 975
2024
Q1
$970K Buy
225,086
+15,784
+8% +$68K 0.01% 657
2023
Q4
$492K Buy
209,302
+13,858
+7% +$32.6K ﹤0.01% 1445
2023
Q3
$157K Buy
+195,444
New +$157K ﹤0.01% 1805