Kestra Private Wealth Services’s Nutanix NTNX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$528K Sell
6,909
-1,280
-16% -$97.8K 0.01% 1010
2025
Q1
$572K Buy
8,189
+366
+5% +$25.6K 0.01% 893
2024
Q4
$479K Buy
7,823
+37
+0.5% +$2.26K 0.01% 934
2024
Q3
$475K Buy
7,786
+1,389
+22% +$84.8K 0.01% 896
2024
Q2
$364K Sell
6,397
-4,862
-43% -$276K 0.01% 967
2024
Q1
$695K Buy
11,259
+28
+0.2% +$1.73K 0.02% 678
2023
Q4
$536K Sell
11,231
-75
-0.7% -$3.58K 0.01% 703
2023
Q3
$394K Hold
11,306
0.01% 754
2023
Q2
$317K Buy
11,306
+75
+0.7% +$2.1K 0.01% 801
2023
Q1
$292K Buy
+11,231
New +$292K 0.01% 786