News + Filings Holdings
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Beta Wealth Group, Inc.
> PDI
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | UPDIKE LAWRENCE A | PDI | 74,086 | 3,626 | 1,389,110,000 | 119,420,000 | $18,749.97 |
| 03/31/2023 | UPDIKE LAWRENCE A | PDI | 70,460 | 3,735 | 1,269,690,000 | 1,268,297,000 | $18,020.01 |
| 06/30/2022 | UPDIKE LAWRENCE A | PDI | 66,725 | 7,213 | 1,393,000 | -57,000 | $20.88 |
| 03/31/2022 | UPDIKE LAWRENCE A | PDI | 59,512 | 2,432 | 1,450,000 | -67,000 | $24.36 |
| 12/31/2021 | UPDIKE LAWRENCE A | PDI | 57,080 | 0 | 1,517,000 | 0 | $26.58 |
| 09/30/2021 | UPDIKE LAWRENCE A | PDI | 57,080 | 2,197 | 1,517,000 | -64,000 | $26.58 |
| 06/30/2021 | UPDIKE LAWRENCE A | PDI | 54,883 | 735 | 1,581,000 | 57,000 | $28.81 |
| 03/31/2021 | UPDIKE LAWRENCE A | PDI | 54,148 | -7,230 | 1,524,000 | -98,000 | $28.15 |
| 12/31/2020 | UPDIKE LAWRENCE A | PDI | 61,378 | 61,378 | 1,622,000 | 1,622,000 | $26.43 |
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