Pathstone Holdings’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,078
| Closed | -$362K | – | 2325 |
|
|
2024
Q4 | $362K | Buy |
17,078
+1,002
| +6% | +$21.2K | ﹤0.01% | 1874 |
|
|
2024
Q3 | $322K | Sell |
16,076
-1,020
| -6% | -$20.4K | ﹤0.01% | 1936 |
|
|
2024
Q2 | $319K | Sell |
17,096
-2,605
| -13% | -$48.6K | ﹤0.01% | 1906 |
|
|
2024
Q1 | $435K | Buy |
19,701
+5,661
| +40% | +$125K | ﹤0.01% | 1738 |
|
|
2023
Q4 | $314K | Buy |
+14,040
| New | +$314K | ﹤0.01% | 1789 |
|