Kelleher Financial Advisors’s Pure Cycle PCYO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $127K | Hold |
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|
2024
Q3 | $108K | Hold |
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|
2024
Q2 | $95.5K | Hold |
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|
2024
Q1 | $95K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $174K | Hold |
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|
2020
Q4 | $145K | Hold |
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|
2020
Q3 | $117K | Sell |
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|
2020
Q2 | $122K | Hold |
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|
2020
Q1 | $148K | Sell |
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|
2019
Q4 | $198K | Hold |
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|
2019
Q3 | $162K | Hold |
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|
2019
Q2 | $167K | Buy |
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|
2018
Q4 | $156K | Hold |
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|
2018
Q3 | $182K | Hold |
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|
2018
Q2 | $150K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $134K | Hold |
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|
2017
Q3 | $120K | Hold |
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|
2017
Q2 | $124K | Sell |
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|
2017
Q1 | $94K | Sell |
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|
2016
Q4 | $2.1M | Sell |
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|
2016
Q3 | $2.19M | Sell |
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|
2016
Q2 | $1.84M | Sell |
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|
2016
Q1 | $1.78M | Hold |
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|
2015
Q4 | $1.89M | Sell |
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|
2015
Q3 | $2.04M | Sell |
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|
2015
Q2 | $2.17M | Hold |
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|
2015
Q1 | $2.11M | Buy |
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|
2014
Q4 | $1.63M | Buy |
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|
2014
Q3 | $2.44M | Sell |
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|
2014
Q2 | $2.74M | Buy |
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|
2014
Q1 | $2.44M | Buy |
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|
2013
Q4 | $2.44M | Sell |
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|
2013
Q3 | $2.13M | Buy |
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|
2013
Q2 | $2.56M | Buy |
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