Moneta Group Investment Advisors’s P3 Health Partners PIII Stock Holding History

Moneta Group Investment Advisors’s Portfolio PIII Stock Details PIII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$18.5K	Sell
2024 Q4	$25.4K	Hold
2024 Q3	$43.6K	Hold
2024 Q2	$50.8K	Hold
2024 Q1	$116K	Hold
2023 Q4	$159K	Hold
2023 Q3	$166K	Hold
2023 Q2	$337K	Hold
2023 Q1	$120K	Buy