IFP Advisors’s PagerDuty PD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.5K | Buy |
1,696
+1,542
| +1,001% | +$13.3K | ﹤0.01% | 3123 |
|
|
2025
Q4 | $2.02K | Sell |
154
-30
| -16% | -$438 | ﹤0.01% | 3834 |
|
|
2025
Q3 | $3.04K | Buy |
184
+148
| +411% | +$2.35K | ﹤0.01% | 3512 |
|
|
2025
Q2 | $550 | Buy |
+36
| New | +$559 | ﹤0.01% | 4407 |
|
|
2025
Q1 | – | Sell |
-56
| Closed | -$1.02K | – | 4600 |
|
|
2024
Q4 | $1.02K | Buy |
56
+2
| +4% | +$38 | ﹤0.01% | 3273 |
|
|
2024
Q3 | $1K | Hold |
54
| – | – | ﹤0.01% | 3076 |
|
|
2024
Q2 | $1.24K | Hold |
54
| – | – | ﹤0.01% | 2944 |
|
|
2024
Q1 | $1.23K | Hold |
54
| – | – | ﹤0.01% | 2812 |
|
|
2023
Q4 | $1.25K | Hold |
54
| – | – | ﹤0.01% | 2778 |
|
|
2023
Q3 | $1.21K | Sell |
54
-30
| -36% | -$716 | ﹤0.01% | 2957 |
|
|
2023
Q2 | $1.89K | Buy |
84
+30
| +56% | +$834 | ﹤0.01% | 2901 |
|
|
2023
Q1 | $2.07K | Sell |
54
-6,000
| -99% | -$176K | ﹤0.01% | 2885 |
|
|
2022
Q4 | $232K | Sell |
6,054
-274
| -4% | -$6.47K | 0.01% | 1284 |
|
|
2022
Q3 | $243K | Hold |
6,328
| – | – | 0.01% | 1295 |
|
|
2022
Q2 | $243K | Hold |
6,328
| – | – | 0.01% | 1177 |
|
|
2022
Q1 | $243K | Buy |
6,328
+6,021
| +1,961% | +$194K | 0.01% | 1177 |
|
|
2021
Q4 | $11K | Hold |
307
| – | – | ﹤0.01% | 2190 |
|
|
2021
Q3 | $12K | Hold |
307
| – | – | ﹤0.01% | 2204 |
|
|
2021
Q2 | $13K | Buy |
307
+153
| +99% | +$6.2K | ﹤0.01% | 2122 |
|
|
2021
Q1 | $6K | Sell |
154
-55
| -26% | -$2.51K | ﹤0.01% | 2358 |
|
|
2020
Q4 | $9K | Sell |
209
-2,613
| -93% | -$89.1K | ﹤0.01% | 2109 |
|
|
2020
Q3 | $76K | Buy |
2,822
+2,768
| +5,126% | +$77.8K | ﹤0.01% | 1122 |
|
|
2020
Q2 | $2K | Buy |
+54
| New | +$1.3K | ﹤0.01% | 2417 |
|
Other funds holding PD
VPM
VCM
