CWM
Circle Wealth Management’s Procore PCOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $836K | Buy |
12,656
+5,846
| +86% | +$386K | 0.02% | 124 |
|
|
2024
Q4 | $510K | Buy |
6,810
+1,219
| +22% | +$91.3K | 0.01% | 170 |
|
|
2024
Q3 | $345K | Buy |
5,591
+1,137
| +26% | +$70.2K | 0.01% | 189 |
|
|
2024
Q2 | $295K | Buy |
+4,454
| New | +$295K | 0.01% | 196 |
|