SteelPeak Wealth’s PagerDuty PD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$417K Buy
27,287
+3,928
+17% +$60K 0.02% 363
2025
Q1
$427K Buy
23,359
+4,960
+27% +$90.6K 0.02% 351
2024
Q4
$336K Sell
18,399
-6,644
-27% -$121K 0.01% 371
2024
Q3
$465K Buy
25,043
+16,309
+187% +$303K 0.02% 316
2024
Q2
$200K Buy
+8,734
New +$200K 0.01% 432
2023
Q4
Sell
-13,111
Closed -$295K 431
2023
Q3
$295K Buy
13,111
+544
+4% +$12.2K 0.02% 321
2023
Q2
$283K Buy
12,567
+3,479
+38% +$78.2K 0.02% 317
2023
Q1
$318K Sell
9,088
-4,712
-34% -$165K 0.02% 286
2022
Q4
$367K Sell
13,800
-9,291
-40% -$247K 0.03% 280
2022
Q3
$533K Buy
23,091
+1,484
+7% +$34.3K 0.04% 234
2022
Q2
$535K Buy
+21,607
New +$535K 0.04% 241