Ironwood Investment Counsel’s Privia Health PRVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,137
| Closed | -$335K | – | 249 |
|
|
2024
Q4 | $335K | Hold |
17,137
| – | – | 0.06% | 192 |
|
|
2024
Q3 | $312K | Hold |
17,137
| – | – | 0.05% | 205 |
|
|
2024
Q2 | $298K | Hold |
17,137
| – | – | 0.05% | 212 |
|
|
2024
Q1 | $336K | Sell |
17,137
-17,138
| -50% | -$336K | 0.06% | 202 |
|
|
2023
Q4 | $789K | Hold |
34,275
| – | – | 0.15% | 132 |
|
|
2023
Q3 | $788K | Hold |
34,275
| – | – | 0.17% | 123 |
|
|
2023
Q2 | $895K | Sell |
34,275
-900
| -3% | -$23.5K | 0.2% | 99 |
|
|
2023
Q1 | $971K | Buy |
+35,175
| New | +$971K | 0.23% | 97 |
|