Waverly Advisors’s Nutanix NTNX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Buy |
4,835
+975
| +25% | +$74.5K | ﹤0.01% | 898 |
|
|
2025
Q1 | $269K | Buy |
+3,860
| New | +$269K | ﹤0.01% | 960 |
|
|
2024
Q3 | – | Sell |
-4,035
| Closed | -$229K | – | 822 |
|
|
2024
Q2 | $229K | Sell |
4,035
-281
| -7% | -$16K | ﹤0.01% | 729 |
|
|
2024
Q1 | $266K | Sell |
4,316
-1,200
| -22% | -$74.1K | 0.01% | 600 |
|
|
2023
Q4 | $263K | Sell |
5,516
-860
| -13% | -$41K | 0.01% | 380 |
|
|
2023
Q3 | $222K | Sell |
6,376
-2,125
| -25% | -$74.1K | 0.01% | 372 |
|
|
2023
Q2 | $238K | Buy |
+8,501
| New | +$238K | 0.01% | 324 |
|