Moneta Group Investment Advisors’s P3 Health Partners PIII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-45
| Closed | -$18.5K | – | 721 |
|
|
2025
Q1 | $18.5K | Sell |
45
-2,211
| -98% | -$910K | ﹤0.01% | 663 |
|
|
2024
Q4 | $25.4K | Hold |
2,256
| – | – | ﹤0.01% | 659 |
|
|
2024
Q3 | $43.6K | Hold |
2,256
| – | – | ﹤0.01% | 641 |
|
|
2024
Q2 | $50.8K | Hold |
2,256
| – | – | ﹤0.01% | 601 |
|
|
2024
Q1 | $116K | Hold |
2,256
| – | – | ﹤0.01% | 583 |
|
|
2023
Q4 | $159K | Hold |
2,256
| – | – | ﹤0.01% | 538 |
|
|
2023
Q3 | $166K | Hold |
2,256
| – | – | ﹤0.01% | 499 |
|
|
2023
Q2 | $337K | Hold |
2,256
| – | – | 0.01% | 412 |
|
|
2023
Q1 | $120K | Buy |
+2,256
| New | +$120K | ﹤0.01% | 509 |
|