SPW
Sonoma Private Wealth’s Procore PCOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Sell |
5,285
-45
| -0.8% | -$3.08K | 0.44% | 54 |
|
|
2025
Q1 | $352K | Sell |
5,330
-14,036
| -72% | -$927K | 0.49% | 52 |
|
|
2024
Q4 | $1.45M | Buy |
19,366
+14,002
| +261% | +$1.05M | 2.34% | 8 |
|
|
2024
Q3 | $331K | Hold |
5,364
| – | – | 0.52% | 69 |
|
|
2024
Q2 | $356K | Sell |
5,364
-51
| -0.9% | -$3.38K | 0.58% | 59 |
|
|
2024
Q1 | $445K | Sell |
5,415
-5,898
| -52% | -$485K | 0.72% | 48 |
|
|
2023
Q4 | $783K | Buy |
11,313
+970
| +9% | +$67.1K | 1.3% | 21 |
|
|
2023
Q3 | $676K | Buy |
10,343
+1,898
| +22% | +$124K | 1.23% | 25 |
|
|
2023
Q2 | $550K | Buy |
+8,445
| New | +$550K | 0.96% | 44 |
|