EP Wealth Advisors’s Pure Storage PSTG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,840
Closed -$479K 769
2023
Q2
$479K Sell
3,840
-30,515
-89% -$3.8M 0.01% 472
2023
Q1
$1.54M Buy
+34,355
New +$1.54M 0.03% 251