Institutions / Pursue Wealth Partners LLC / Activity
Activity — Pursue Wealth Partners LLC
98 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 922908769 Common stock | $370 | +1 +0.02% | 5,024 1.04% of portfolio | low |
| Q2 2026 as of | Trim | AbbVie Inc. Common stock | $-5.5K | -22 -1.69% | 1,281 0.18% of portfolio | low |
| Q2 2026 as of | Add | 33738R118 Common stock | $9.4K | +82 +0.13% | 64,104 4.12% of portfolio | low |
| Q2 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-31.4K | -96 -1.12% | 8,462 1.55% of portfolio | low |
| Q2 2026 as of | Trim | Kimberly Clark Corp Common stock | $-36.0K | -328 -13.12% | 2,172 0.13% of portfolio | low |
| Q2 2026 as of | Exit | 88636J253 Common stock | $-70.0K | -18K -100.00% | 0 | low |
| Q2 2026 as of | Add | 81369Y506 Common stock | $121.7K | +2K +41.27% | 7,846 0.23% of portfolio | low |
| Q2 2026 as of | Trim | Oracle Corp Common stock | $-149.9K | -1K -23.13% | 3,400 0.28% of portfolio | low |
| Q2 2026 as of | Add | 78462F103 Common stock | $168.0K | +225 +3.35% | 6,942 2.90% of portfolio | low |
| Q2 2026 as of | Add | 33734H106 Common stock | $200.8K | +4K +9.91% | 46,217 1.25% of portfolio | low |
| Q2 2026 as of | Exit | 92864M798 Common stock | $-201.0K | -4K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 46432F842 Common stock | $-203.0K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Exit | iShares MSCI UAE ETF Common stock | $-204.0K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Veeva Systems Inc Common stock | $-212.0K | -950 -100.00% | 0 | low |
| Q2 2026 as of | New | 33734X846 Common stock | $224.6K | +3K | 2,500 0.13% of portfolio | low |
| Q2 2026 as of | Exit | 464287226 Common stock | $-238.0K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 33735K108 Common stock | $-238.0K | -1K -100.00% | 0 | low |
| Q2 2026 as of | New | Coinbase Global, Inc. Common stock | $238.7K | +2K | 1,633 0.13% of portfolio | low |
| Q2 2026 as of | New | 464287523 Common stock | $240.3K | +375 | 375 0.13% of portfolio | low |
| Q2 2026 as of | New | Archrock Inc Common stock | $243.6K | +6K | 5,984 0.14% of portfolio | low |
| Q2 2026 as of | Exit | Sun Communities, Inc. Common stock | $-247.0K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Add | 33741X102 Common stock | $264.4K | +6K +20.22% | 36,449 0.88% of portfolio | low |
| Q2 2026 as of | Exit | 922908744 Common stock | $-276.0K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Palantir Technologies Inc Common stock | $-278.0K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 92189F593 Common stock | $-293.0K | -8K -100.00% | 0 | low |
| Q2 2026 as of | New | Cloudflare, Inc. Common stock | $294.3K | +1K | 1,200 0.16% of portfolio | low |
| Q2 2026 as of | Exit | H01301128 Common stock | $-299.0K | -4K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 33740F755 Common stock | $-307.0K | -9K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Ascendis Pharma A/S Common stock | $-309.0K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Exit | SoFi Technologies, Inc. Common stock | $-341.0K | -13K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Tesla Inc Common stock | $-347.0K | -825 -12.44% | 5,809 1.37% of portfolio | low |
| Q2 2026 as of | Add | 337345102 Common stock | $351.4K | +1K +20.08% | 6,278 1.18% of portfolio | low |
| Q2 2026 as of | Exit | Chevron Corp Common stock | $-362.0K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 33738R720 Common stock | $-375.6K | -7K -52.67% | 6,000 0.19% of portfolio | low |
| Q2 2026 as of | Add | 46429B663 Common stock | $383.2K | +14K +400.00% | 17,475 0.27% of portfolio | low |
| Q2 2026 as of | New | K08588103 Common stock | $387.0K | +1K | 1,451 0.22% of portfolio | low |
| Q2 2026 as of | New | 37954Y715 Common stock | $425.5K | +11K | 11,216 0.24% of portfolio | low |
| Q2 2026 as of | New | 808524797 Common stock | $430.7K | +14K | 13,584 0.24% of portfolio | low |
| Q2 2026 as of | Add | 92204A702 Common stock | $436.0K | +4K +700.19% | 4,169 0.28% of portfolio | low |
| Q2 2026 as of | New | Micron Technology Inc Common stock | $458.3K | +397 | 397 0.26% of portfolio | low |
| Q2 2026 as of | Trim | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $-460.9K | -965 -50.50% | 946 0.25% of portfolio | low |
| Q2 2026 as of | Exit | Cisco Systems, Inc. Common stock | $-461.0K | -6K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 66987V109 Common stock | $-462.0K | -3K -100.00% | 0 | low |
| Q2 2026 as of | New | Occidental Petroleum Corp /De Common stock | $468.9K | +10K | 9,655 0.26% of portfolio | low |
| Q2 2026 as of | New | 33733E104 Common stock | $477.6K | +5K | 5,085 0.27% of portfolio | low |
| Q2 2026 as of | Add | Snowflake Inc. Common stock | $486.1K | +2K +47.71% | 5,913 0.84% of portfolio | low |
| Q2 2026 as of | Trim | 46090E103 Common stock | $-488.2K | -663 -9.60% | 6,245 2.58% of portfolio | low |
| Q2 2026 as of | Trim | 92189H730 Common stock | $-502.8K | -13K -29.01% | 31,661 0.69% of portfolio | low |
| Q2 2026 as of | Add | Costco Wholesale Corp /New Common stock | $514.5K | +550 +93.70% | 1,137 0.60% of portfolio | low |
| Q2 2026 as of | Exit | Gilead Sciences, Inc. Common stock | $-521.0K | -4K -100.00% | 0 | low |