Carson Wealth (CWM LLC)’s Privia Health PRVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79K | Buy |
3,416
+1,612
| +89% | +$37.3K | ﹤0.01% | 2913 |
|
|
2025
Q1 | $40K | Buy |
1,804
+604
| +50% | +$13.4K | ﹤0.01% | 3170 |
|
|
2024
Q4 | $23K | Buy |
1,200
+608
| +103% | +$11.7K | ﹤0.01% | 3348 |
|
|
2024
Q3 | $11K | Buy |
592
+123
| +26% | +$2.29K | ﹤0.01% | 3746 |
|
|
2024
Q2 | $8K | Buy |
469
+260
| +124% | +$4.44K | ﹤0.01% | 3676 |
|
|
2024
Q1 | $4K | Buy |
209
+33
| +19% | +$632 | ﹤0.01% | 3776 |
|
|
2023
Q4 | $4K | Sell |
176
-29
| -14% | -$659 | ﹤0.01% | 3619 |
|
|
2023
Q3 | $5K | Sell |
205
-56
| -21% | -$1.37K | ﹤0.01% | 3480 |
|
|
2023
Q2 | $7K | Buy |
261
+221
| +553% | +$5.93K | ﹤0.01% | 3291 |
|
|
2023
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 3888 |
|
|
2022
Q4 | $1K | Sell |
40
-10
| -20% | -$250 | ﹤0.01% | 3803 |
|
|
2022
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 3513 |
|
|
2022
Q2 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 3589 |
|
|
2022
Q1 | – | Sell |
-5
| Closed | – | – | 3781 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 3595 |
|