Congress Wealth Management’s Pure Storage PSTG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.49M	Sell	164,768 -43,693	-21%	-$2.52M	0.09%	258
2025 Q1	$9.23M	Sell	208,461 -34,212	-14%	-$1.51M	0.11%	222
2024 Q4	$14.9M	Sell	242,673 -4,564	-2%	-$280K	0.2%	141
2024 Q3	$12.4M	Sell	247,237 -2,208	-0.9%	-$111K	0.17%	182
2024 Q2	$16M	Buy	+249,445	New	+$16M	0.25%	110