Carson Wealth (CWM LLC)’s Pure Storage PSTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Buy |
35,273
+26,964
| +325% | +$1.55M | 0.01% | 942 |
|
|
2025
Q1 | $368K | Buy |
8,309
+1,751
| +27% | +$77.6K | ﹤0.01% | 1573 |
|
|
2024
Q4 | $403K | Sell |
6,558
-1,823
| -22% | -$112K | ﹤0.01% | 1468 |
|
|
2024
Q3 | $421K | Buy |
8,381
+129
| +2% | +$6.48K | ﹤0.01% | 1396 |
|
|
2024
Q2 | $530K | Buy |
8,252
+2,228
| +37% | +$143K | ﹤0.01% | 1169 |
|
|
2024
Q1 | $313K | Sell |
6,024
-121
| -2% | -$6.29K | ﹤0.01% | 1310 |
|
|
2023
Q4 | $219K | Buy |
6,145
+1,435
| +30% | +$51.1K | ﹤0.01% | 1390 |
|
|
2023
Q3 | $168K | Buy |
4,710
+2,793
| +146% | +$99.6K | ﹤0.01% | 1377 |
|
|
2023
Q2 | $71K | Sell |
1,917
-109
| -5% | -$4.04K | ﹤0.01% | 1764 |
|
|
2023
Q1 | $52K | Sell |
2,026
-517
| -20% | -$13.3K | ﹤0.01% | 1849 |
|
|
2022
Q4 | $68K | Buy |
2,543
+696
| +38% | +$18.6K | ﹤0.01% | 1568 |
|
|
2022
Q3 | $51K | Buy |
1,847
+93
| +5% | +$2.57K | ﹤0.01% | 1645 |
|
|
2022
Q2 | $45K | Sell |
1,754
-59
| -3% | -$1.51K | ﹤0.01% | 1674 |
|
|
2022
Q1 | $64K | Buy |
1,813
+438
| +32% | +$15.5K | ﹤0.01% | 1500 |
|
|
2021
Q4 | $45K | Buy |
+1,375
| New | +$45K | ﹤0.01% | 1611 |
|
|
2021
Q2 | $30K | Hold |
1,561
| – | – | ﹤0.01% | 1619 |
|
|
2021
Q1 | $30K | Hold |
1,561
| – | – | ﹤0.01% | 1619 |
|
|
2020
Q4 | $30K | Hold |
1,561
| – | – | ﹤0.01% | 1619 |
|
|
2020
Q3 | $30K | Hold |
1,561
| – | – | ﹤0.01% | 1619 |
|
|
2020
Q2 | $30K | Hold |
1,561
| – | – | ﹤0.01% | 1619 |
|
|
2020
Q1 | $30K | Hold |
1,561
| – | – | ﹤0.01% | 1619 |
|
|
2019
Q4 | $30K | Hold |
1,561
| – | – | ﹤0.01% | 1619 |
|
|
2019
Q3 | $30K | Hold |
1,561
| – | – | ﹤0.01% | 1619 |
|
|
2019
Q2 | $30K | Hold |
1,561
| – | – | ﹤0.01% | 1619 |
|
|
2019
Q1 | $30K | Sell |
1,561
-114,265
| -99% | -$2.2M | ﹤0.01% | 1619 |
|
|
2018
Q4 | $1.86M | Buy |
115,826
+11,074
| +11% | +$178K | 0.05% | 289 |
|
|
2018
Q3 | $2.72M | Buy |
+104,752
| New | +$2.72M | 0.07% | 234 |
|