Corient Private Wealth’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 | $890K | Sell |
38,704
-37,342
| -49% | -$859K | ﹤0.01% | 1490 |
|
|
2025
Q1 | $1.71M | Buy |
76,046
+7,225
| +10% | +$162K | ﹤0.01% | 1027 |
|
|
2024
Q4 | $1.35M | Buy |
+68,821
| New | +$1.35M | ﹤0.01% | 1177 |
|
|
2023
Q4 | – | Sell |
-9,977
| Closed | -$229K | – | 2323 |
|
|
2023
Q3 | $229K | Sell |
9,977
-655
| -6% | -$15.1K | ﹤0.01% | 1848 |
|
|
2023
Q2 | $278K | Sell |
10,632
-68
| -0.6% | -$1.78K | ﹤0.01% | 1728 |
|
|
2023
Q1 | $295K | Sell |
10,700
-475
| -4% | -$13.1K | ﹤0.01% | 1605 |
|
|
2022
Q4 | $254K | Buy |
+11,175
| New | +$254K | ﹤0.01% | 1395 |
|