Avior Wealth Management’s 23andMe Holding Co. Class A Common Stock ME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-63
| Closed | -$204 | – | 2461 |
|
|
2024
Q4 | $204 | Hold |
63
| – | – | ﹤0.01% | 2362 |
|
|
2024
Q3 | $434 | Hold |
63
| – | – | ﹤0.01% | 2184 |
|
|
2024
Q2 | $489 | Sell |
63
-3
| -5% | -$23 | ﹤0.01% | 2121 |
|
|
2024
Q1 | $698 | Buy |
66
+3
| +5% | +$32 | ﹤0.01% | 2480 |
|
|
2023
Q4 | $1.14K | Hold |
63
| – | – | ﹤0.01% | 1362 |
|
|
2023
Q3 | $1.22K | Buy |
63
+50
| +385% | +$970 | ﹤0.01% | 1430 |
|
|
2023
Q2 | $437 | Hold |
13
| – | – | ﹤0.01% | 1472 |
|
|
2023
Q1 | $570 | Hold |
13
| – | – | ﹤0.01% | 1509 |
|
|
2022
Q4 | $540 | Hold |
13
| – | – | ﹤0.01% | 1173 |
|
|
2022
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 1333 |
|
|
2022
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 1266 |
|
|
2022
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 1281 |
|
|
2021
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 1068 |
|
|
2021
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 957 |
|
|
2021
Q2 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 925 |
|