GDS Wealth Management’s Pacific Premier Bancorp PPBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Sell |
9,938
-300
| -3% | -$6.33K | 0.02% | 166 |
|
|
2025
Q1 | $218K | Buy |
10,238
+300
| +3% | +$6.4K | 0.02% | 160 |
|
|
2024
Q4 | $248K | Hold |
9,938
| – | – | 0.02% | 150 |
|
|
2024
Q3 | $250K | Hold |
9,938
| – | – | 0.02% | 147 |
|
|
2024
Q2 | $228K | Hold |
9,938
| – | – | 0.03% | 123 |
|
|
2024
Q1 | $239K | Hold |
9,938
| – | – | 0.03% | 123 |
|
|
2023
Q4 | $289K | Hold |
9,938
| – | – | 0.04% | 109 |
|
|
2023
Q3 | $216K | Hold |
9,938
| – | – | 0.03% | 115 |
|
|
2023
Q2 | $206K | Hold |
9,938
| – | – | 0.03% | 120 |
|
|
2023
Q1 | $239K | Hold |
9,938
| – | – | 0.04% | 104 |
|
|
2022
Q4 | $314K | Hold |
9,938
| – | – | 0.06% | 95 |
|
|
2022
Q3 | $308K | Hold |
9,938
| – | – | 0.07% | 90 |
|
|
2022
Q2 | $291K | Hold |
9,938
| – | – | 0.07% | 93 |
|
|
2022
Q1 | $339K | Hold |
9,938
| – | – | 0.07% | 91 |
|
|
2021
Q4 | $398K | Buy |
+9,938
| New | +$398K | 0.09% | 85 |
|