PP
PDS Planning’s Greif GEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Sell |
7,971
-401
| -5% | -$26.1K | 0.04% | 228 |
|
|
2025
Q1 | $460K | Buy |
8,372
+3,519
| +73% | +$194K | 0.04% | 223 |
|
|
2024
Q4 | $297K | Sell |
4,853
-8,708
| -64% | -$532K | 0.03% | 295 |
|
|
2024
Q3 | $850K | Buy |
13,561
+1
| +0% | +$63 | 0.08% | 117 |
|
|
2024
Q2 | $779K | Buy |
13,560
+6,039
| +80% | +$347K | 0.08% | 107 |
|
|
2024
Q1 | $519K | Sell |
7,521
-4,213
| -36% | -$291K | 0.05% | 156 |
|
|
2023
Q4 | $770K | Buy |
11,734
+1
| +0% | +$66 | 0.09% | 93 |
|
|
2023
Q3 | $784K | Buy |
11,733
+1
| +0% | +$67 | 0.1% | 89 |
|
|
2023
Q2 | $808K | Buy |
11,732
+1
| +0% | +$69 | 0.1% | 91 |
|
|
2023
Q1 | $743K | Buy |
11,731
+3,111
| +36% | +$197K | 0.1% | 87 |
|
|
2022
Q4 | $578K | Hold |
8,620
| – | – | 0.09% | 88 |
|
|
2022
Q3 | $513K | Sell |
8,620
-7,653
| -47% | -$455K | 0.09% | 87 |
|
|
2022
Q2 | $1.02M | Hold |
16,273
| – | – | 0.18% | 56 |
|
|
2022
Q1 | $1.06M | Buy |
16,273
+2,335
| +17% | +$152K | 0.19% | 55 |
|
|
2021
Q4 | $841K | Buy |
13,938
+137
| +1% | +$8.27K | 0.16% | 63 |
|
|
2021
Q3 | $892K | Hold |
13,801
| – | – | 0.21% | 56 |
|
|
2021
Q2 | $836K | Hold |
13,801
| – | – | 0.2% | 57 |
|
|
2021
Q1 | $787K | Buy |
13,801
+3,238
| +31% | +$185K | 0.23% | 57 |
|
|
2020
Q4 | $495K | Sell |
10,563
-180
| -2% | -$8.44K | 0.17% | 70 |
|
|
2020
Q3 | $389K | Hold |
10,743
| – | – | 0.16% | 79 |
|
|
2020
Q2 | $370K | Sell |
10,743
-74
| -0.7% | -$2.55K | 0.17% | 80 |
|
|
2020
Q1 | $336K | Buy |
+10,817
| New | +$336K | 0.21% | 65 |
|