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Vertex Planning Partners’s Parsons PSN Stock Holding History

Vertex Planning Partners’s Portfolio PSN Stock Details PSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$548K Sell
7,635
-1,000
-12% -$71.8K 0.11% 97
2025
Q1 		$511K Sell
8,635
-1,500
-15% -$88.8K 0.11% 103
2024
Q4 		$935K Buy
+10,135
New +$935K 0.21% 66