Creative Planning’s Parsons PSN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.76M | Buy |
66,276
+56,990
| +614% | +$4.09M | ﹤0.01% | 782 |
|
|
2025
Q1 | $550K | Sell |
9,286
-1,747
| -16% | -$103K | ﹤0.01% | 2193 |
|
|
2024
Q4 | $1.02M | Buy |
11,033
+2,543
| +30% | +$235K | ﹤0.01% | 1627 |
|
|
2024
Q3 | $880K | Buy |
8,490
+1,109
| +15% | +$115K | ﹤0.01% | 1617 |
|
|
2024
Q2 | $604K | Buy |
7,381
+2,198
| +42% | +$180K | ﹤0.01% | 1796 |
|
|
2024
Q1 | $430K | Buy |
5,183
+1,889
| +57% | +$157K | ﹤0.01% | 1952 |
|
|
2023
Q4 | $207K | Buy |
3,294
+3,199
| +3,367% | +$201K | ﹤0.01% | 2395 |
|
|
2023
Q3 | $5.16K | Buy |
+95
| New | +$5.16K | ﹤0.01% | 2671 |
|
|
2019
Q4 | – | Sell |
-20,007
| Closed | -$660K | – | 1936 |
|
|
2019
Q3 | $660K | Sell |
20,007
-493
| -2% | -$16.3K | ﹤0.01% | 928 |
|
|
2019
Q2 | $756K | Buy |
+20,500
| New | +$756K | ﹤0.01% | 877 |
|