Holistic Financial Partners’s Petrobras Class A PBR.A Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $170K | Buy |
14,768
+2,666
| +22% | +$30.8K | 0.07% | 122 |
|
2025
Q1 | $158K | Buy |
12,102
+1,557
| +15% | +$20.3K | 0.08% | 116 |
|
2024
Q4 | $125K | Hold |
10,545
| – | – | 0.06% | 117 |
|
2024
Q3 | $139K | Buy |
+10,545
| New | +$139K | 0.07% | 115 |
|
2022
Q1 | – | Sell |
-10,532
| Closed | -$106K | – | 129 |
|
2021
Q4 | $106K | Buy |
+10,532
| New | +$106K | 0.06% | 118 |
|
2021
Q3 | – | Sell |
-12,012
| Closed | -$142K | – | 111 |
|
2021
Q2 | $142K | Buy |
+12,012
| New | +$142K | 0.08% | 114 |
|
2020
Q4 | – | Sell |
-12,012
| Closed | -$84K | – | 124 |
|
2020
Q3 | $84K | Hold |
12,012
| – | – | 0.07% | 102 |
|
2020
Q2 | $96K | Hold |
12,012
| – | – | 0.08% | 85 |
|
2020
Q1 | $65K | Buy |
+12,012
| New | +$65K | 0.07% | 85 |
|
2018
Q4 | – | Sell |
-17,147
| Closed | -$179K | – | 78 |
|
2018
Q3 | $179K | Hold |
17,147
| – | – | 0.17% | 74 |
|
2018
Q2 | $152K | Buy |
17,147
+2,571
| +18% | +$22.8K | 0.17% | 27 |
|
2018
Q1 | $189K | Sell |
14,576
-3,872
| -21% | -$50.2K | 0.16% | 71 |
|
2017
Q4 | $181K | Buy |
+18,448
| New | +$181K | 0.15% | 78 |
|