Carson Wealth (CWM LLC)’s Privia Health PRVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $165K | Buy |
|
|||||
|
2025
Q2 | $79K | Buy |
|
|||||
|
2025
Q1 | $40K | Buy |
|
|||||
|
2024
Q4 | $23K | Buy |
|
|||||
|
2024
Q3 | $11K | Buy |
|
|||||
|
2024
Q2 | $8K | Buy |
|
|||||
|
2024
Q1 | $4K | Buy |
|
|||||
|
2023
Q4 | $4K | Sell |
|
|||||
|
2023
Q3 | $5K | Sell |
|
|||||
|
2023
Q2 | $7K | Buy |
|
|||||
|
2023
Q1 | $1K | Hold |
|
|||||
|
2022
Q4 | $1K | Sell |
|
|||||
|
2022
Q3 | $2K | Hold |
|
|||||
|
2022
Q2 | $1K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $0 | Buy |
|