Rothschild Investment LLC’s Poseida Therapeutics, Inc. Common Stock PSTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,060
| Closed | -$116K | – | 3124 |
|
|
2024
Q4 | $116K | Buy |
12,060
+60
| +0.5% | +$576 | 0.01% | 605 |
|
|
2024
Q3 | $34.3K | Hold |
12,000
| – | – | ﹤0.01% | 869 |
|
|
2024
Q2 | $35K | Hold |
12,000
| – | – | ﹤0.01% | 837 |
|
|
2024
Q1 | $38.3K | Hold |
12,000
| – | – | ﹤0.01% | 789 |
|
|
2023
Q4 | $40.3K | Hold |
12,000
| – | – | ﹤0.01% | 699 |
|
|
2023
Q3 | $29K | Hold |
12,000
| – | – | ﹤0.01% | 475 |
|
|
2023
Q2 | $21K | Hold |
12,000
| – | – | ﹤0.01% | 487 |
|
|
2023
Q1 | $37K | Hold |
12,000
| – | – | ﹤0.01% | 481 |
|
|
2022
Q4 | $64K | Hold |
12,000
| – | – | 0.01% | 469 |
|
|
2022
Q3 | $42K | Hold |
12,000
| – | – | ﹤0.01% | 468 |
|
|
2022
Q2 | $31K | Hold |
12,000
| – | – | ﹤0.01% | 468 |
|
|
2022
Q1 | $54K | Hold |
12,000
| – | – | ﹤0.01% | 478 |
|
|
2021
Q4 | $82K | Hold |
12,000
| – | – | 0.01% | 489 |
|
|
2021
Q3 | $87K | Hold |
12,000
| – | – | 0.01% | 470 |
|
|
2021
Q2 | $120K | Hold |
12,000
| – | – | 0.01% | 471 |
|
|
2021
Q1 | $115K | Hold |
12,000
| – | – | 0.01% | 451 |
|
|
2020
Q4 | $132K | Sell |
12,000
-6,000
| -33% | -$66K | 0.01% | 431 |
|
|
2020
Q3 | $160K | Buy |
+18,000
| New | +$160K | 0.02% | 400 |
|