Number of Shares
5,330.00
Current Holdings Value*
$351,890.00
% of Portfolio
0.49%
Total Estimate Gain
$219,030.92
% of Total Estimate Gain
13.04%

Sonoma Private Wealth LLC's Procore Technologies Inc Holding Summary

As of 2025-03-31, Sonoma Private Wealth LLC held 5,330.00 shares of Procore Technologies Inc(PCOR), totaling $351,890.00. This investment constitutes 0.49% of their stock portfolio, and Sonoma Private Wealth LLC now holds 0% of the outstanding Procore Technologies Inc(PCOR) stock.

The initial trade took place in 2023Q2. And since then Sonoma Private Wealth LLC has made 4 purchases of PCOR, at an average price of $66.36, for a total of 25,315.00 shares. In addition, there have been 3 sales at an average price of $75.09 for 19,985.00 shares. Based on historical transaction data and PCOR's current price of $74.72, Sonoma Private Wealth LLC's estimated gain on his PCOR holdings is $219,030.92, reflecting a 13.04% gain to date.

Sonoma Private Wealth LLC PCOR ($74.72) Holding Chart

Sonoma Private Wealth LLC PCOR ($74.72) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1