Sequoia Financial Advisors’s Privia Health PRVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Sell |
20,981
-4,554
| -18% | -$105K | ﹤0.01% | 1004 |
|
|
2025
Q1 | $573K | Sell |
25,535
-806
| -3% | -$18.1K | ﹤0.01% | 804 |
|
|
2024
Q4 | $515K | Buy |
26,341
+95
| +0.4% | +$1.86K | 0.01% | 789 |
|
|
2024
Q3 | $478K | Buy |
26,246
+583
| +2% | +$10.6K | 0.01% | 763 |
|
|
2024
Q2 | $446K | Sell |
25,663
-1,716
| -6% | -$29.8K | 0.01% | 736 |
|
|
2024
Q1 | $536K | Sell |
27,379
-513
| -2% | -$10.1K | 0.01% | 662 |
|
|
2023
Q4 | $642K | Sell |
27,892
-2,675
| -9% | -$61.6K | 0.01% | 661 |
|
|
2023
Q3 | $703K | Buy |
30,567
+99
| +0.3% | +$2.28K | 0.01% | 419 |
|
|
2023
Q2 | $796K | Buy |
30,468
+3,109
| +11% | +$81.2K | 0.01% | 396 |
|
|
2023
Q1 | $755K | Hold |
27,359
| – | – | 0.02% | 367 |
|
|
2022
Q4 | $621K | Hold |
27,359
| – | – | 0.02% | 382 |
|
|
2022
Q3 | $932K | Hold |
27,359
| – | – | 0.03% | 221 |
|
|
2022
Q2 | $797K | Buy |
+27,359
| New | +$797K | 0.02% | 252 |
|