Creative Planning’s Poseida Therapeutics, Inc. Common Stock PSTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $128K | Sell |
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|
2024
Q3 | $48.5K | Buy |
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|
2024
Q2 | $39.7K | Sell |
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|
2024
Q1 | $46.3K | Buy |
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|
2023
Q4 | $45.7K | Hold |
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|
2023
Q3 | $32.4K | Hold |
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|
2023
Q2 | $23.9K | Buy |
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|
2023
Q1 | $38.8K | Buy |
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|
2022
Q4 | $57.2K | Sell |
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|
2022
Q3 | $72K | Hold |
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|
2022
Q2 | $52K | Sell |
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|
2022
Q1 | $96K | Buy |
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|
2021
Q4 | $145K | Buy |
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|
2021
Q3 | $77K | Hold |
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|
2021
Q2 | $105K | Hold |
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|
2021
Q1 | $100K | Buy |
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