Cerity Partners’s Potbelly PBPB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Sell |
208,724
-69,326
| -25% | -$849K | ﹤0.01% | 1099 |
|
|
2025
Q1 | $2.64M | Buy |
278,050
+353
| +0.1% | +$3.36K | 0.01% | 986 |
|
|
2024
Q4 | $2.62M | Sell |
277,697
-1,969
| -0.7% | -$18.5K | 0.01% | 986 |
|
|
2024
Q3 | $2.33M | Buy |
+279,666
| New | +$2.33M | 0.01% | 1030 |
|
|
2024
Q1 | – | Sell |
-279,182
| Closed | -$2.91M | – | 2333 |
|
|
2023
Q4 | $2.91M | Sell |
279,182
-13,570
| -5% | -$141K | 0.01% | 660 |
|
|
2023
Q3 | $2.28M | Buy |
+292,752
| New | +$2.28M | 0.01% | 549 |
|