Creative Planning’s Parsons PSN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.35M Sell
2025
Q2
$4.76M Buy
2025
Q1
$550K Sell
2024
Q4
$1.02M Buy
2024
Q3
$880K Buy
2024
Q2
$604K Buy
2024
Q1
$430K Buy
2023
Q4
$207K Buy
2023
Q3
$5.16K Buy
2019
Q4
Sell
2019
Q3
$660K Sell
2019
Q2
$756K Buy