Global Retirement Partners’s Premier PINC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-9
Closed -$250 4373
2025
Q3
$250 Sell
9
-72
-89% -$1.74K ﹤0.01% 3724
2025
Q2
$1.78K Buy
+81
New +$1.75K ﹤0.01% 3285
2024
Q4
$8.5K Sell
401
-88
-18% -$1.87K ﹤0.01% 2452
2024
Q3
$9.78K Sell
489
-82
-14% -$1.63K ﹤0.01% 2304
2024
Q2
$10.7K Sell
571
-514
-47% -$10.2K ﹤0.01% 2295
2024
Q1
$24K Sell
1,085
-498
-31% -$10.8K ﹤0.01% 1733
2023
Q4
$35.2K Buy
1,583
+958
+153% +$19.8K ﹤0.01% 1520
2023
Q3
$13K Buy
625
+494
+377% +$12.3K ﹤0.01% 1848
2023
Q2
$3.62K Buy
131
+25
+24% +$714 ﹤0.01% 2327
2023
Q1
$2.88K Buy
106
+53
+100% +$1.74K ﹤0.01% 2372
2022
Q4
$1.85K Buy
53
+37
+231% +$1.23K ﹤0.01% 2388
2022
Q3
$1K Hold
16
﹤0.01% 2547
2022
Q2
$1K Hold
16
﹤0.01% 2520
2022
Q1
$1K Buy
+16
New +$596 ﹤0.01% 2482

Other funds holding PINC