Bank of Montreal’s Privia Health PRVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660K | Buy |
28,694
+543
| +2% | +$12.5K | ﹤0.01% | 1857 |
|
|
2025
Q1 | $632K | Buy |
28,151
+4,011
| +17% | +$90K | ﹤0.01% | 1818 |
|
|
2024
Q4 | $472K | Buy |
24,140
+4,764
| +25% | +$93.1K | ﹤0.01% | 1999 |
|
|
2024
Q3 | $350K | Sell |
19,376
-145
| -0.7% | -$2.62K | ﹤0.01% | 2375 |
|
|
2024
Q2 | $339K | Sell |
19,521
-34,031
| -64% | -$592K | ﹤0.01% | 2394 |
|
|
2024
Q1 | $1.08M | Buy |
53,552
+35,053
| +189% | +$710K | ﹤0.01% | 1723 |
|
|
2023
Q4 | $448K | Buy |
18,499
+8,962
| +94% | +$217K | ﹤0.01% | 2190 |
|
|
2023
Q3 | $233K | Buy |
9,537
+211
| +2% | +$5.15K | ﹤0.01% | 2571 |
|
|
2023
Q2 | $244K | Buy |
+9,326
| New | +$244K | ﹤0.01% | 2722 |
|