AWA
Alta Wealth Advisors’s SOPHiA GENETICS SOPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,409,160
| Closed | -$4.68M | – | 145 |
|
|
2025
Q1 | $4.68M | Hold |
1,409,160
| – | – | 2.15% | 9 |
|
|
2024
Q4 | $4.33M | Hold |
1,409,160
| – | – | 1.89% | 11 |
|
|
2024
Q3 | $5.14M | Hold |
1,409,160
| – | – | 2.35% | 8 |
|
|
2024
Q2 | $6.45M | Hold |
1,409,160
| – | – | 3.22% | 6 |
|
|
2024
Q1 | $6.95M | Hold |
1,409,160
| – | – | 3.53% | 4 |
|
|
2023
Q4 | $6.64M | Hold |
1,409,160
| – | – | 3.7% | 4 |
|
|
2023
Q3 | $3.59M | Hold |
1,409,160
| – | – | 2.2% | 8 |
|
|
2023
Q2 | $6.31M | Hold |
1,409,160
| – | – | 3.71% | 4 |
|
|
2023
Q1 | $7M | Hold |
1,409,160
| – | – | 4.42% | 3 |
|
|
2022
Q4 | $2.9M | Hold |
1,409,160
| – | – | 1.96% | 11 |
|
|
2022
Q3 | $3.71M | Hold |
1,409,160
| – | – | 2.65% | 9 |
|
|
2022
Q2 | $5.1M | Buy |
+1,409,160
| New | +$5.1M | 3.53% | 3 |
|