EP Wealth Advisors’s Parsons PSN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
14,634
+7,599
| +108% | +$545K | 0.01% | 554 |
|
|
2025
Q1 | $417K | Sell |
7,035
-279
| -4% | -$16.5K | ﹤0.01% | 771 |
|
|
2024
Q4 | $675K | Sell |
7,314
-39
| -0.5% | -$3.6K | 0.01% | 599 |
|
|
2024
Q3 | $762K | Buy |
7,353
+271
| +4% | +$28.1K | 0.01% | 568 |
|
|
2024
Q2 | $579K | Sell |
7,082
-4,813
| -40% | -$394K | 0.01% | 503 |
|
|
2024
Q1 | $987K | Buy |
11,895
+61
| +0.5% | +$5.06K | 0.01% | 377 |
|
|
2023
Q4 | $742K | Sell |
11,834
-5,000
| -30% | -$314K | 0.01% | 418 |
|
|
2023
Q3 | $915K | Sell |
16,834
-2,608
| -13% | -$142K | 0.01% | 349 |
|
|
2023
Q2 | $1.12M | Buy |
19,442
+11,221
| +136% | +$649K | 0.02% | 310 |
|
|
2023
Q1 | $834K | Sell |
8,221
-26,142
| -76% | -$2.65M | 0.01% | 328 |
|
|
2022
Q4 | $1.59M | Buy |
+34,363
| New | +$1.59M | 0.03% | 233 |
|