Everhart Financial Group’s Vaxcyte PCVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,149
| Closed | -$232K | – | 351 |
|
|
2025
Q1 | $232K | Sell |
6,149
-15
| -0.2% | -$566 | 0.03% | 302 |
|
|
2024
Q4 | $505K | Sell |
6,164
-559
| -8% | -$45.8K | 0.1% | 188 |
|
|
2024
Q3 | $768K | Buy |
6,723
+1,259
| +23% | +$144K | 0.17% | 134 |
|
|
2024
Q2 | $413K | Buy |
+5,464
| New | +$413K | 0.11% | 187 |
|