Number of Shares
14,012
Previous 9,566 46.48%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025

BUY
N/A
4,446 Added 46.48%
14,012 $0
Q2 2025

Jul 18, 2025

SELL
N/A
-985 Reduced 9.34%
9,566 $0
Q1 2025

Apr 17, 2025

BUY
N/A
2,959 Added 38.98%
10,551 $0
Q4 2024

Jan 24, 2025

SELL
N/A
-86 Reduced 1.12%
7,592 $0
Q3 2024

Oct 21, 2024

SELL
N/A
-1,314 Reduced 14.61%
7,678 $0
Q2 2024

Aug 05, 2024

BUY
N/A
56 Added 0.63%
8,992 $0
Q1 2024

May 01, 2024

BUY
N/A
8,936 New
8,936 $0
Track This Portfolio

Track Precision Wealth Strategies, LLC Portfolio

Follow Precision Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Precision Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precision Wealth Strategies, LLC with notifications on news.