OneDigital Investment Advisors’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
$278K Buy
+4,829
New +$278K ﹤0.01% 1206
2025
Q1
Sell
-12,739
Closed -$783K 1477
2024
Q4
$783K Sell
12,739
-626
-5% -$38.5K 0.01% 719
2024
Q3
$671K Buy
13,365
+316
+2% +$15.9K 0.01% 816
2024
Q2
$838K Sell
13,049
-5,869
-31% -$377K 0.01% 679
2024
Q1
$984K Sell
18,918
-1,788
-9% -$93K 0.02% 516
2023
Q4
$738K Buy
20,706
+2,189
+12% +$78.1K 0.01% 574
2023
Q3
$660K Sell
18,517
-133
-0.7% -$4.74K 0.01% 551
2023
Q2
$687K Buy
18,650
+84
+0.5% +$3.09K 0.02% 521
2023
Q1
$474K Buy
18,566
+5,285
+40% +$135K 0.01% 644
2022
Q4
$355K Buy
13,281
+2,435
+22% +$65.2K 0.01% 608
2022
Q3
$297K Buy
+10,846
New +$297K 0.01% 608
2019
Q3
Sell
-250
Closed -$4K 968
2019
Q2
$4K Hold
250
﹤0.01% 1065
2019
Q1
$5K Hold
250
﹤0.01% 988
2018
Q4
$4K Buy
+250
New +$4K ﹤0.01% 979