AE Wealth Management’s Parsons PSN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Buy |
8,458
+802
| +10% | +$57.6K | ﹤0.01% | 857 |
|
|
2025
Q1 | $453K | Hold |
7,656
| – | – | ﹤0.01% | 950 |
|
|
2024
Q4 | $706K | Sell |
7,656
-250
| -3% | -$23.1K | 0.01% | 797 |
|
|
2024
Q3 | $820K | Buy |
7,906
+2,143
| +37% | +$222K | 0.01% | 751 |
|
|
2024
Q2 | $471K | Buy |
5,763
+150
| +3% | +$12.3K | ﹤0.01% | 896 |
|
|
2024
Q1 | $466K | Sell |
5,613
-8,317
| -60% | -$690K | 0.01% | 841 |
|
|
2023
Q4 | $924K | Buy |
13,930
+8,346
| +149% | +$554K | ﹤0.01% | 1185 |
|
|
2023
Q3 | $303K | Sell |
5,584
-1,858
| -25% | -$101K | ﹤0.01% | 1602 |
|
|
2023
Q2 | $358K | Hold |
7,442
| – | – | ﹤0.01% | 1534 |
|
|
2023
Q1 | $333K | Buy |
7,442
+1,925
| +35% | +$86.1K | ﹤0.01% | 1501 |
|
|
2022
Q4 | $255K | Buy |
+5,517
| New | +$255K | ﹤0.01% | 1566 |
|
|
2022
Q2 | – | Sell |
-7,530
| Closed | -$291K | – | 1803 |
|
|
2022
Q1 | $291K | Buy |
7,530
+1,333
| +22% | +$51.5K | ﹤0.01% | 1427 |
|
|
2021
Q4 | $209K | Sell |
6,197
-1,002
| -14% | -$33.8K | ﹤0.01% | 1588 |
|
|
2021
Q3 | $243K | Buy |
+7,199
| New | +$243K | ﹤0.01% | 1449 |
|
|
2020
Q4 | – | Sell |
-13,206
| Closed | -$443K | – | 1387 |
|
|
2020
Q3 | $443K | Sell |
13,206
-2
| -0% | -$67 | 0.01% | 913 |
|
|
2020
Q2 | $479K | Buy |
+13,208
| New | +$479K | 0.01% | 897 |
|