Venturi Wealth Management’s Privia Health PRVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-429
| Closed | -$8.39K | – | 1506 |
|
|
2024
Q4 | $8.39K | Hold |
429
| – | – | ﹤0.01% | 1478 |
|
|
2024
Q3 | $7.81K | Hold |
429
| – | – | ﹤0.01% | 1254 |
|
|
2024
Q2 | $7.46K | Hold |
429
| – | – | ﹤0.01% | 1156 |
|
|
2024
Q1 | $8.41K | Buy |
429
+178
| +71% | +$3.49K | ﹤0.01% | 967 |
|
|
2023
Q4 | $5.78K | Hold |
251
| – | – | ﹤0.01% | 1004 |
|
|
2023
Q3 | $5.77K | Hold |
251
| – | – | ﹤0.01% | 939 |
|
|
2023
Q2 | $6.55K | Buy |
+251
| New | +$6.55K | ﹤0.01% | 709 |
|