Ameriprise’s Personalis PSNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Buy |
329,865
+303,933
| +1,172% | +$1.99M | ﹤0.01% | 2898 |
|
|
2025
Q1 | $91K | Sell |
25,932
-8,475
| -25% | -$29.7K | ﹤0.01% | 3858 |
|
|
2024
Q4 | $199K | Buy |
34,407
+9,535
| +38% | +$55.1K | ﹤0.01% | 3842 |
|
|
2024
Q3 | $134K | Sell |
24,872
-4,000
| -14% | -$21.5K | ﹤0.01% | 3790 |
|
|
2024
Q2 | $33.8K | Sell |
28,872
-11,076
| -28% | -$13K | ﹤0.01% | 3831 |
|
|
2024
Q1 | $59.5K | Buy |
+39,948
| New | +$59.5K | ﹤0.01% | 3807 |
|
|
2023
Q4 | – | Sell |
-108,707
| Closed | -$132K | – | 3964 |
|
|
2023
Q3 | $132K | Sell |
108,707
-5,783
| -5% | -$7K | ﹤0.01% | 3753 |
|
|
2023
Q2 | $215K | Sell |
114,490
-28,320
| -20% | -$53.2K | ﹤0.01% | 3709 |
|
|
2023
Q1 | $394K | Buy |
142,810
+15,045
| +12% | +$41.5K | ﹤0.01% | 3510 |
|
|
2022
Q4 | $253K | Buy |
127,765
+18,332
| +17% | +$36.3K | ﹤0.01% | 3644 |
|
|
2022
Q3 | $325K | Buy |
109,433
+29,593
| +37% | +$87.9K | ﹤0.01% | 3552 |
|
|
2022
Q2 | $275K | Sell |
79,840
-365,998
| -82% | -$1.26M | ﹤0.01% | 3593 |
|
|
2022
Q1 | $3.65M | Sell |
445,838
-6,702
| -1% | -$54.9K | ﹤0.01% | 2621 |
|
|
2021
Q4 | $6.46M | Buy |
452,540
+364,497
| +414% | +$5.2M | ﹤0.01% | 2292 |
|
|
2021
Q3 | $1.69M | Buy |
88,043
+17,734
| +25% | +$341K | ﹤0.01% | 2933 |
|
|
2021
Q2 | $1.78M | Buy |
70,309
+8,991
| +15% | +$227K | ﹤0.01% | 2977 |
|
|
2021
Q1 | $1.51M | Sell |
61,318
-20,010
| -25% | -$492K | ﹤0.01% | 2959 |
|
|
2020
Q4 | $2.98M | Sell |
81,328
-15,020
| -16% | -$550K | ﹤0.01% | 2594 |
|
|
2020
Q3 | $2.09M | Buy |
96,348
+27,167
| +39% | +$589K | ﹤0.01% | 2637 |
|
|
2020
Q2 | $897K | Sell |
69,181
-23,597
| -25% | -$306K | ﹤0.01% | 2960 |
|
|
2020
Q1 | $749K | Buy |
92,778
+28,373
| +44% | +$229K | ﹤0.01% | 2957 |
|
|
2019
Q4 | $702K | Buy |
64,405
+4,050
| +7% | +$44.1K | ﹤0.01% | 3215 |
|
|
2019
Q3 | $886K | Buy |
60,355
+25,894
| +75% | +$380K | ﹤0.01% | 3064 |
|
|
2019
Q2 | $936K | Buy |
+34,461
| New | +$936K | ﹤0.01% | 3088 |
|