Marietta Investment Partners’s P3 Health Partners PIII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-300
Closed -$5.79K 168
2024
Q3
$5.79K Hold
300
﹤0.01% 162
2024
Q2
$6.75K Hold
300
﹤0.01% 160
2024
Q1
$15.4K Hold
300
﹤0.01% 164
2023
Q4
$21.1K Hold
300
0.01% 156
2023
Q3
$22.1K Hold
300
0.01% 162
2023
Q2
$44.9K Sell
300
-200
-40% -$27.6K 0.01% 164
2023
Q1
$26.5K Buy
+500
New +$30K 0.01% 155

Other funds holding PIII

Marietta Investment Partners's PIII Position: Q4 2024 in Review

Marietta Investment Partners sold out of P3 Health Partners (PIII) in Q4 2024, closing a stake of 300 shares — an estimated $5.79K sold.

Marietta Investment Partners first reported a position in PIII in Q1 2023 and held it in 7 quarters. The position peaked at $44.9K in Q2 2023. 37 funds tracked by Wall St. Rank hold PIII as of Q4 2024.

  • Marietta Investment Partners reported no remaining P3 Health Partners position as of Q4 2024 after selling out during the quarter.
  • Marietta Investment Partners sold 300 P3 Health Partners shares in Q4 2024, an estimated $5.79K.
  • Marietta Investment Partners first reported a position in P3 Health Partners in Q1 2023 and held it in 7 quarters.
  • Marietta Investment Partners's P3 Health Partners position peaked at $44.9K in Q2 2023.
  • 37 funds tracked by Wall St. Rank held P3 Health Partners as of Q4 2024.

Based on Marietta Investment Partners's 13F filing for Q4 2024, filed 11 Feb 2025.