Icon Wealth Advisors’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 | $117K | Sell |
5,104
-774
| -13% | -$17.8K | 0.01% | 473 |
|
|
2025
Q1 | $132K | Sell |
5,878
-5,833
| -50% | -$131K | 0.01% | 430 |
|
|
2024
Q4 | $229K | Buy |
11,711
+1,570
| +15% | +$30.7K | 0.02% | 349 |
|
|
2024
Q3 | $185K | Sell |
10,141
-4,828
| -32% | -$87.9K | 0.02% | 372 |
|
|
2024
Q2 | $310K | Sell |
14,969
-3,411
| -19% | -$70.7K | 0.03% | 277 |
|
|
2024
Q1 | $360K | Buy |
18,380
+8,238
| +81% | +$161K | 0.03% | 247 |
|
|
2023
Q4 | $234K | Buy |
+10,142
| New | +$234K | 0.02% | 303 |
|