Institutions / Pandowealth. LLC / Activity
Activity — Pandowealth. LLC
34 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | 25434V583 Common stock | $-8.55M | -157K -95.53% | 7,334 0.32% of portfolio | medium |
| Q1 2026 as of | Add | 25434V104 Common stock | $2.45M | +66K +4.69% | 1,479,928 44.37% of portfolio | low |
| Q1 2026 as of | Add | 25434V708 Common stock | $2.19M | +56K +5.99% | 994,850 31.35% of portfolio | low |
| Q2 2026 as of | New | 922020748 Common stock | $1.21M | +16K | 15,613 0.98% of portfolio | low |
| Q2 2026 as of | Add | 25434V708 Common stock | $1.18M | +27K +2.68% | 1,021,485 36.74% of portfolio | low |
| Q2 2026 as of | Add | 25434V104 Common stock | $796.5K | +20K +1.32% | 1,499,476 49.54% of portfolio | low |
| Q1 2026 as of | New | 922907696 Common stock | $694.5K | +9K | 9,104 0.56% of portfolio | low |
| Q2 2026 as of | Add | 922907696 Common stock | $586.2K | +8K +84.03% | 16,754 1.04% of portfolio | low |
| Q1 2026 as of | Add | 25434V583 Common stock | $488.7K | +9K +5.83% | 164,247 7.19% of portfolio | low |
| Q1 2026 as of | Add | Infinity Natural Resources, Inc. Common stock | $262.7K | +263K +16.50% | 1,855,022 1.50% of portfolio | low |
| Q1 2026 as of | Trim | 922907746 Common stock | $-261.9K | -5K -43.58% | 6,796 0.27% of portfolio | low |
| Q1 2026 as of | Exit | Walmart Inc. Common stock | $-224.5K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 464287176 Common stock | $-204.1K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 92206C409 Common stock | $-200.7K | -3K -100.00% | 0 | low |
| Q1 2026 as of | Trim | 922021605 Common stock | $-171.6K | -2K -43.87% | 2,216 0.18% of portfolio | low |
| Q2 2026 as of | Add | 922908363 Common stock | $163.3K | +4K +3.55% | 113,472 3.87% of portfolio | low |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-139.8K | -551 -32.68% | 1,135 0.23% of portfolio | low |
| Q1 2026 as of | Add | 922908363 Common stock | $104.5K | +3K +2.44% | 109,586 3.56% of portfolio | low |
| Q1 2026 as of | Trim | 922908769 Common stock | $-68.7K | -214 -3.95% | 5,208 1.35% of portfolio | low |
| Q2 2026 as of | Trim | 25434V609 Common stock | $-64.0K | -915 -3.46% | 25,540 1.45% of portfolio | low |
| Q1 2026 as of | Trim | 78462F103 Common stock | $-47.4K | -73 -17.63% | 341 0.18% of portfolio | low |
| Q2 2026 as of | Trim | 922907746 Common stock | $-42.7K | -844 -12.42% | 5,952 0.24% of portfolio | low |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-20.2K | -70 -6.17% | 1,065 0.25% of portfolio | low |
| Q2 2026 as of | Add | 922021605 Common stock | $17.2K | +171 +7.72% | 2,387 0.19% of portfolio | low |
| Q2 2026 as of | Add | Infinity Natural Resources, Inc. Common stock | $10.2K | +10K +0.55% | 1,865,181 1.51% of portfolio | low |
| Q2 2026 as of | Add | 25434V724 Common stock | $8.3K | +151 +1.05% | 14,546 0.65% of portfolio | low |
| Q1 2026 as of | Trim | 25434V880 Common stock | $-6.3K | -185 -1.36% | 13,416 0.37% of portfolio | low |
| Q2 2026 as of | Add | 922908769 Common stock | $4.1K | +11 +0.21% | 5,219 1.57% of portfolio | low |
| Q1 2026 as of | Add | 25434V609 Common stock | $3.7K | +60 +0.23% | 26,455 1.34% of portfolio | low |
| Q1 2026 as of | Trim | 25434V724 Common stock | $-1.7K | -36 -0.25% | 14,395 0.57% of portfolio | low |
| Q1 2026 as of | Add | 922908744 Common stock | $981 | +5 +0.45% | 1,123 0.18% of portfolio | low |
| Q2 2026 as of | Add | 922908744 Common stock | $872 | +4 +0.36% | 1,127 0.20% of portfolio | low |
| Q2 2026 as of | Add | 25434V880 Common stock | $479 | +13 +0.10% | 13,429 0.40% of portfolio | low |
| Q1 2026 as of | Add | 92206C409 Common stock | $79 | +1 +0.04% | 2,532 0.16% of portfolio | low |