Creative Planning’s Paramount Group PGRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$304K Sell
2025
Q2
$403K Buy
2025
Q1
$118K Sell
2024
Q4
$246K Sell
2024
Q3
$257K Buy
2024
Q2
$234K Sell
2024
Q1
$267K Sell
2023
Q4
$319K Buy
2023
Q3
$269K Buy
2023
Q2
$217K Buy
2023
Q1
$125K Buy
2017
Q1
Sell
2016
Q4
$16K Buy
2015
Q2
Sell
2015
Q1
$39K Buy