Sequoia Financial Advisors’s PureCycle Technologies PCT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$69.8K	Buy	13,451 +2,016	+18%	+$16.8K	﹤0.01%	1879
2025 Q4	$98.2K	Buy	11,435 +1,000	+10%	+$10.6K	﹤0.01%	1876
2025 Q3	$137K	Hold	10,435	–	–	﹤0.01%	1670
2025 Q2	$143K	Hold	10,435	–	–	﹤0.01%	1511
2025 Q1	$72.2K	Sell	10,435 -5,400	-34%	-$48.5K	﹤0.01%	1337
2024 Q4	$162K	Hold	15,835	–	–	﹤0.01%	1251
2024 Q3	$150K	Hold	15,835	–	–	﹤0.01%	1195
2024 Q2	$93.7K	Hold	15,835	–	–	﹤0.01%	1166
2024 Q1	$98.5K	Hold	15,835	–	–	﹤0.01%	1116
2023 Q4	$64.1K	Hold	15,835	–	–	﹤0.01%	1174
2023 Q3	$88.8K	Buy	15,835 +5,000	+46%	+$46.9K	﹤0.01%	925
2023 Q2	$116K	Hold	10,835	–	–	﹤0.01%	914
2023 Q1	$75.8K	Buy	+10,835	New	+$75.5K	﹤0.01%	816