Envestnet Portfolio Solutions’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
$286K Sell
12,421
-3,881
-24% -$89.3K ﹤0.01% 1358
2025
Q1
$366K Sell
16,302
-4,374
-21% -$98.2K ﹤0.01% 1188
2024
Q4
$404K Sell
20,676
-697
-3% -$13.6K ﹤0.01% 1340
2024
Q3
$389K Sell
21,373
-693
-3% -$12.6K ﹤0.01% 1321
2024
Q2
$384K Sell
22,066
-3,312
-13% -$57.6K ﹤0.01% 1248
2024
Q1
$497K Buy
25,378
+3,487
+16% +$68.3K ﹤0.01% 1125
2023
Q4
$504K Buy
21,891
+4,435
+25% +$102K ﹤0.01% 1047
2023
Q3
$401K Buy
+17,456
New +$401K ﹤0.01% 1079