Creative Planning’s Pennant Group PNTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $840K | Buy |
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|
2025
Q1 | $572K | Sell |
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|
2024
Q4 | $627K | Buy |
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|
2024
Q3 | $773K | Buy |
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|
2024
Q2 | $444K | Buy |
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|
2024
Q1 | $369K | Buy |
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|
2023
Q4 | $248K | Buy |
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|
2023
Q3 | $194K | Sell |
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|
2023
Q2 | $217K | Buy |
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|
2023
Q1 | $252K | Buy |
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|
2022
Q4 | $191K | Buy |
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|
2022
Q3 | $180K | Buy |
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|
2022
Q2 | $221K | Hold |
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|
2022
Q1 | $321K | Hold |
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|
2021
Q4 | $397K | Hold |
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|
2021
Q3 | $484K | Hold |
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|
2021
Q2 | $704K | Sell |
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|
2021
Q1 | $801K | Hold |
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|
2020
Q4 | $1.01M | Hold |
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|
2020
Q3 | $674K | Hold |
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|
2020
Q2 | $395K | Hold |
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|
2020
Q1 | $248K | Hold |
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|
2019
Q4 | $578K | Buy |
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