Creative Planning’s Paramount Group PGRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Buy |
65,991
+38,461
| +140% | +$235K | ﹤0.01% | 2642 |
|
|
2025
Q1 | $118K | Sell |
27,530
-22,366
| -45% | -$96.2K | ﹤0.01% | 3202 |
|
|
2024
Q4 | $246K | Sell |
49,896
-2,251
| -4% | -$11.1K | ﹤0.01% | 2813 |
|
|
2024
Q3 | $257K | Buy |
52,147
+1,544
| +3% | +$7.6K | ﹤0.01% | 2654 |
|
|
2024
Q2 | $234K | Sell |
50,603
-6,390
| -11% | -$29.6K | ﹤0.01% | 2545 |
|
|
2024
Q1 | $267K | Sell |
56,993
-4,645
| -8% | -$21.8K | ﹤0.01% | 2337 |
|
|
2023
Q4 | $319K | Buy |
61,638
+3,314
| +6% | +$17.1K | ﹤0.01% | 2042 |
|
|
2023
Q3 | $269K | Buy |
58,324
+9,328
| +19% | +$43.1K | ﹤0.01% | 2023 |
|
|
2023
Q2 | $217K | Buy |
48,996
+21,555
| +79% | +$95.5K | ﹤0.01% | 2145 |
|
|
2023
Q1 | $125K | Buy |
+27,441
| New | +$125K | ﹤0.01% | 2206 |
|
|
2017
Q1 | – | Sell |
-1,000
| Closed | -$16K | – | 4630 |
|
|
2016
Q4 | $16K | Buy |
+1,000
| New | +$16K | ﹤0.01% | 3189 |
|
|
2015
Q2 | – | Sell |
-2,000
| Closed | -$39K | – | 2352 |
|
|
2015
Q1 | $39K | Buy |
+2,000
| New | +$39K | ﹤0.01% | 2183 |
|