Vista Wealth Management Group, LLC
- SEC CIK
- 0001800593
- Latest filing
- Apr 17, 2025
PCOR holding history
Procore Technologies, Inc. in every 13F filed by Vista Wealth Management Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PCOR overviewAll 13F holders of PCORFull Q1 2025 holdings
- Shares (Q1 2025)
- 280,522
- Value
- $18.5M
- % of portfolio
- 1.2%
- Quarters held
- 15
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 280,522 | $18.5M | 1.2% | +57,097+25.6% | Added | Holders |
| Q4 2024 | 223,425 | $16.7M | 1.1% | −629−0.3% | Reduced | Holders |
| Q3 2024 | 224,054 | $13.8M | 0.9% | −80.0% | Reduced | Holders |
| Q2 2024 | 224,062 | $14.9M | 1.1% | −7,634−3.3% | Reduced | Holders |
| Q1 2024 | 231,696 | $19.0M | 1.4% | −4,654−2.0% | Reduced | Holders |
| Q4 2023 | 236,350 | $16.4M | 1.4% | +30.0% | Added | Holders |
| Q3 2023 | 236,347 | $15.4M | 1.5% | +9,103+4.0% | Added | Holders |
| Q2 2023 | 227,244 | $14.8M | 1.5% | +10.0% | Added | Holders |
| Q1 2023 | 227,243 | $14.2M | 1.6% | 00.0% | Unchanged | Holders |
| Q4 2022 | 227,243 | $10.7M | 1.3% | 00.0% | Unchanged | Holders |
| Q3 2022 | 227,243 | $11.8M | 1.5% | +14,450+6.8% | Added | Holders |
| Q2 2022 | 212,793 | $9.75M | 1.4% | +290.0% | Added | Holders |
| Q1 2022 | 212,764 | $12.3M | 1.8% | +137,464+182.6% | Added | Holders |
| Q4 2021 | 75,300 | $6.02M | 1.0% | +3,593+5.0% | Added | Holders |
| Q3 2021 | 71,707 | $6.41M | 1.2% | +71,707 | New | Holders |