Financial Gravity Asset Management, Inc. PARNASSUS VALUE EQUITY INVESTOR Transaction History

Financial Gravity Asset Management, Inc.

  • $459 Billion
  • Q1 2025
Number of Shares
320
Previous 296 8.11%
Holding current value
$16.4 Million
Previous $15.9 Million 3.6%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
N/A
24 Added 8.11%
320 $16.4 Million
Q1 2024

May 13, 2024
SELL
N/A
-5,233 Reduced 94.65%
296 $16.5 Million
Q3 2023

Nov 15, 2023
BUY
N/A
5,529 New
5,529 $0
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