Robertson Stephens Wealth Management’s Pure Storage PSTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-38,167
| Closed | -$1.02M | – | 457 |
|
|
2022
Q4 | $1.02M | Sell |
38,167
-27,523
| -42% | -$737K | 0.1% | 172 |
|
|
2022
Q3 | $1.8M | Buy |
65,690
+9,395
| +17% | +$257K | 0.19% | 99 |
|
|
2022
Q2 | $1.45M | Sell |
56,295
-92
| -0.2% | -$2.37K | 0.14% | 123 |
|
|
2022
Q1 | $1.99M | Buy |
56,387
+5,550
| +11% | +$196K | 0.17% | 110 |
|
|
2021
Q4 | $1.65M | Buy |
50,837
+2,570
| +5% | +$83.6K | 0.14% | 132 |
|
|
2021
Q3 | $1.21M | Buy |
48,267
+1,981
| +4% | +$49.8K | 0.14% | 98 |
|
|
2021
Q2 | $903K | Buy |
46,286
+10,485
| +29% | +$205K | 0.11% | 134 |
|
|
2021
Q1 | $771K | Buy |
35,801
+4,128
| +13% | +$88.9K | 0.12% | 129 |
|
|
2020
Q4 | $716K | Hold |
31,673
| – | – | 0.15% | 112 |
|
|
2020
Q3 | $487K | Buy |
31,673
+8,858
| +39% | +$136K | 0.12% | 137 |
|
|
2020
Q2 | $395K | Sell |
22,815
-983
| -4% | -$17K | 0.11% | 125 |
|
|
2020
Q1 | $293K | Buy |
+23,798
| New | +$293K | 0.1% | 141 |
|