Cerity Partners’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Buy |
88,426
+8,124
| +10% | +$178K | ﹤0.01% | 1231 |
|
|
2025
Q1 | $1.55M | Sell |
80,302
-5,313
| -6% | -$102K | ﹤0.01% | 1230 |
|
|
2024
Q4 | $1.8M | Sell |
85,615
-1,054
| -1% | -$22.2K | ﹤0.01% | 1151 |
|
|
2024
Q3 | $1.73M | Buy |
86,669
+12,879
| +17% | +$258K | ﹤0.01% | 1153 |
|
|
2024
Q2 | $1.38M | Sell |
73,790
-8,473
| -10% | -$158K | ﹤0.01% | 1084 |
|
|
2024
Q1 | $1.82M | Buy |
82,263
+30,737
| +60% | +$679K | ﹤0.01% | 1011 |
|
|
2023
Q4 | $1.15M | Sell |
51,526
-8,023
| -13% | -$179K | ﹤0.01% | 932 |
|
|
2023
Q3 | $1.28M | Buy |
59,549
+2,910
| +5% | +$62.6K | 0.01% | 684 |
|
|
2023
Q2 | $1.57M | Buy |
+56,639
| New | +$1.57M | 0.01% | 789 |
|
|
2019
Q2 | – | Sell |
-6,795
| Closed | -$234K | – | 563 |
|
|
2019
Q1 | $234K | Buy |
6,795
+945
| +16% | +$32.5K | 0.02% | 465 |
|
|
2018
Q4 | $218K | Buy |
5,850
+1,137
| +24% | +$42.4K | 0.01% | 469 |
|
|
2018
Q3 | $216K | Buy |
+4,713
| New | +$216K | 0.02% | 498 |
|