Heritage Financial Services’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 | $260K | Hold |
4,522
| – | – | 0.03% | 101 |
|
|
2025
Q1 | $200K | Hold |
4,522
| – | – | 0.02% | 118 |
|
|
2024
Q4 | $278K | Hold |
4,522
| – | – | 0.04% | 86 |
|
|
2024
Q3 | $227K | Hold |
4,522
| – | – | 0.03% | 98 |
|
|
2024
Q2 | $290K | Hold |
4,522
| – | – | 0.04% | 78 |
|
|
2024
Q1 | $235K | Buy |
+4,522
| New | +$235K | 0.04% | 92 |
|
|
2022
Q3 | – | Sell |
-4,522
| Closed | -$116K | – | 362 |
|
|
2022
Q2 | $116K | Buy |
+4,522
| New | +$116K | 0.06% | 105 |
|