Creative Planning’s Poseida Therapeutics, Inc. Common Stock PSTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,303
| Closed | -$128K | – | 3759 |
|
|
2024
Q4 | $128K | Sell |
13,303
-3,657
| -22% | -$35.1K | ﹤0.01% | 3093 |
|
|
2024
Q3 | $48.5K | Buy |
16,960
+3,360
| +25% | +$9.61K | ﹤0.01% | 3102 |
|
|
2024
Q2 | $39.7K | Sell |
13,600
-925
| -6% | -$2.7K | ﹤0.01% | 2923 |
|
|
2024
Q1 | $46.3K | Buy |
14,525
+925
| +7% | +$2.95K | ﹤0.01% | 2772 |
|
|
2023
Q4 | $45.7K | Hold |
13,600
| – | – | ﹤0.01% | 2638 |
|
|
2023
Q3 | $32.4K | Hold |
13,600
| – | – | ﹤0.01% | 2516 |
|
|
2023
Q2 | $23.9K | Buy |
13,600
+1,000
| +8% | +$1.76K | ﹤0.01% | 2465 |
|
|
2023
Q1 | $38.8K | Buy |
12,600
+1,800
| +17% | +$5.54K | ﹤0.01% | 2349 |
|
|
2022
Q4 | $57.2K | Sell |
10,800
-9,504
| -47% | -$50.4K | ﹤0.01% | 2198 |
|
|
2022
Q3 | $72K | Hold |
20,304
| – | – | ﹤0.01% | 2058 |
|
|
2022
Q2 | $52K | Sell |
20,304
-1,169
| -5% | -$2.99K | ﹤0.01% | 2031 |
|
|
2022
Q1 | $96K | Buy |
21,473
+169
| +0.8% | +$756 | ﹤0.01% | 1988 |
|
|
2021
Q4 | $145K | Buy |
21,304
+10,800
| +103% | +$73.5K | ﹤0.01% | 1917 |
|
|
2021
Q3 | $77K | Hold |
10,504
| – | – | ﹤0.01% | 1960 |
|
|
2021
Q2 | $105K | Hold |
10,504
| – | – | ﹤0.01% | 1855 |
|
|
2021
Q1 | $100K | Buy |
+10,504
| New | +$100K | ﹤0.01% | 2190 |
|