Heritage Wealth Management (Ohio)’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	$524K	Sell	9,100 -875	-9%	-$50.4K	0.17%	131
2025 Q1	$442K	Sell	9,975 -975	-9%	-$43.2K	0.15%	148
2024 Q4	$673K	Hold	10,950	–	–	0.22%	112
2024 Q3	$550K	Sell	10,950 -200	-2%	-$10K	0.18%	127
2024 Q2	$721K	Buy	+11,150	New	+$721K	0.24%	104