Creative Planning’s PagerDuty PD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Sell |
13,673
-8,418
| -38% | -$129K | ﹤0.01% | 3173 |
|
|
2025
Q1 | $404K | Buy |
22,091
+21,809
| +7,734% | +$398K | ﹤0.01% | 2487 |
|
|
2024
Q4 | $5.15K | Buy |
+282
| New | +$5.15K | ﹤0.01% | 3391 |
|
|
2024
Q3 | – | Sell |
-10,148
| Closed | -$233K | – | 3235 |
|
|
2024
Q2 | $233K | Buy |
+10,148
| New | +$233K | ﹤0.01% | 2554 |
|