AWM
AE Wealth Management’s Pure Storage PSTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Sell |
7,722
-2,057
| -21% | -$118K | ﹤0.01% | 971 |
|
|
2025
Q1 | $433K | Buy |
9,779
+3,810
| +64% | +$169K | ﹤0.01% | 962 |
|
|
2024
Q4 | $367K | Buy |
5,969
+1,719
| +40% | +$106K | ﹤0.01% | 1017 |
|
|
2024
Q3 | $214K | Buy |
4,250
+196
| +5% | +$9.85K | ﹤0.01% | 1154 |
|
|
2024
Q2 | $260K | Buy |
+4,054
| New | +$260K | ﹤0.01% | 1075 |
|
|
2024
Q1 | – | Sell |
-5,444
| Closed | -$221K | – | 1772 |
|
|
2023
Q4 | $221K | Buy |
+5,444
| New | +$221K | ﹤0.01% | 1843 |
|
|
2022
Q4 | – | Sell |
-21,645
| Closed | -$592K | – | 1892 |
|
|
2022
Q3 | $592K | Buy |
21,645
+285
| +1% | +$7.8K | ﹤0.01% | 1158 |
|
|
2022
Q2 | $549K | Buy |
+21,360
| New | +$549K | ﹤0.01% | 1148 |
|
|
2022
Q1 | – | Sell |
-24,873
| Closed | -$810K | – | 1780 |
|
|
2021
Q4 | $810K | Sell |
24,873
-2,699
| -10% | -$87.9K | 0.01% | 1029 |
|
|
2021
Q3 | $694K | Sell |
27,572
-3,725
| -12% | -$93.8K | 0.01% | 1008 |
|
|
2021
Q2 | $611K | Buy |
+31,297
| New | +$611K | 0.01% | 1061 |
|
|
2021
Q1 | – | Sell |
-9,014
| Closed | -$204K | – | 1533 |
|
|
2020
Q4 | $204K | Buy |
+9,014
| New | +$204K | ﹤0.01% | 1274 |
|