Ballentine Partners’s Sera Prognostics SERA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$138K Hold
49,664
﹤0.01% 917
2025
Q1
$183K Hold
49,664
﹤0.01% 818
2024
Q4
$404K Hold
49,664
0.01% 493
2024
Q3
$387K Hold
49,664
0.01% 496
2024
Q2
$294K Buy
+49,664
New +$294K 0.01% 569