Cornerstone Planning Group’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
$3.11K Sell
160
-24
-13% -$467 ﹤0.01% 841
2025
Q1
$4.3K Buy
184
+24
+15% +$561 ﹤0.01% 773
2024
Q4
$3.66K Hold
160
﹤0.01% 649
2024
Q3
$2.88K Hold
160
﹤0.01% 694
2024
Q2
$3.08K Sell
160
-213
-57% -$4.1K ﹤0.01% 674
2024
Q1
$6.99K Sell
373
-56
-13% -$1.05K ﹤0.01% 466
2023
Q4
$9.88K Buy
429
+60
+16% +$1.38K ﹤0.01% 430
2023
Q3
$8.49K Sell
369
-170
-32% -$3.91K ﹤0.01% 459
2023
Q2
$14.1K Buy
+539
New +$14.1K 0.01% 533