Personal CFO Solutions’s PMV Pharmaceuticals PMVP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-550,342
| Closed | -$820K | – | 575 |
|
|
2024
Q3 | $820K | Hold |
550,342
| – | – | 0.11% | 184 |
|
|
2024
Q2 | $892K | Hold |
550,342
| – | – | 0.14% | 141 |
|
|
2024
Q1 | $936K | Hold |
550,342
| – | – | 0.15% | 138 |
|
|
2023
Q4 | $1.71M | Buy |
550,342
+200,000
| +57% | +$620K | 0.3% | 64 |
|
|
2023
Q3 | $2.15M | Hold |
350,342
| – | – | 0.43% | 51 |
|
|
2023
Q2 | $2.19M | Sell |
350,342
-200,000
| -36% | -$1.25M | 0.45% | 50 |
|
|
2023
Q1 | $2.63M | Hold |
550,342
| – | – | 0.54% | 38 |
|
|
2022
Q4 | $4.79M | Hold |
550,342
| – | – | 1.01% | 19 |
|
|
2022
Q3 | $6.55M | Hold |
550,342
| – | – | 1.64% | 11 |
|
|
2022
Q2 | $7.84M | Buy |
550,342
+200,000
| +57% | +$2.85M | 1.84% | 9 |
|
|
2022
Q1 | $7.29M | Sell |
350,342
-200,000
| -36% | -$4.16M | 1.44% | 13 |
|
|
2021
Q4 | $12.7M | Buy |
550,342
+195,000
| +55% | +$4.5M | 2.38% | 7 |
|
|
2021
Q3 | $10.6M | Sell |
355,342
-30,000
| -8% | -$894K | 2.17% | 8 |
|
|
2021
Q2 | $13.2M | Sell |
385,342
-469,342
| -55% | -$16M | 2.7% | 6 |
|
|
2021
Q1 | $28.1M | Buy |
+854,684
| New | +$28.1M | 6.08% | 1 |
|