Creative Planning’s Privia Health PRVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
51,629
-1,015
| -2% | -$23.3K | ﹤0.01% | 1710 |
|
|
2025
Q1 | $1.18M | Buy |
52,644
+6,585
| +14% | +$148K | ﹤0.01% | 1583 |
|
|
2024
Q4 | $900K | Buy |
46,059
+20,072
| +77% | +$392K | ﹤0.01% | 1718 |
|
|
2024
Q3 | $473K | Buy |
25,987
+5,542
| +27% | +$101K | ﹤0.01% | 2159 |
|
|
2024
Q2 | $355K | Buy |
20,445
+7,217
| +55% | +$125K | ﹤0.01% | 2213 |
|
|
2024
Q1 | $259K | Buy |
+13,228
| New | +$259K | ﹤0.01% | 2360 |
|