Creative Planning’s Progyny PGNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Sell |
23,461
-169
| -0.7% | -$3.72K | ﹤0.01% | 2441 |
|
|
2025
Q1 | $528K | Buy |
23,630
+6,836
| +41% | +$153K | ﹤0.01% | 2228 |
|
|
2024
Q4 | $290K | Buy |
16,794
+5,861
| +54% | +$101K | ﹤0.01% | 2684 |
|
|
2024
Q3 | $183K | Buy |
10,933
+369
| +3% | +$6.18K | ﹤0.01% | 2871 |
|
|
2024
Q2 | $302K | Buy |
10,564
+1,283
| +14% | +$36.7K | ﹤0.01% | 2331 |
|
|
2024
Q1 | $354K | Buy |
+9,281
| New | +$354K | ﹤0.01% | 2100 |
|
|
2023
Q3 | – | Sell |
-5,308
| Closed | -$209K | – | 2886 |
|
|
2023
Q2 | $209K | Buy |
+5,308
| New | +$209K | ﹤0.01% | 2175 |
|
|
2021
Q2 | – | Sell |
-4,830
| Closed | -$215K | – | 2247 |
|
|
2021
Q1 | $215K | Buy |
+4,830
| New | +$215K | ﹤0.01% | 2008 |
|