Blue Bell Private 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
-25
Closed -$81 760
2024
Q4
$81 Hold
25
﹤0.01% 670
2024
Q3
$174 Hold
25
﹤0.01% 679
2024
Q2
$196 Hold
25
﹤0.01% 704
2024
Q1
$266 Hold
25
﹤0.01% 716
2023
Q4
$457 Hold
25
﹤0.01% 703
2023
Q3
$489 Hold
25
﹤0.01% 663
2023
Q2
$875 Hold
25
﹤0.01% 645
2023
Q1
$1.14K Hold
25
﹤0.01% 603
2022
Q4
$1.08K Hold
25
﹤0.01% 627
2022
Q3
$1K Hold
25
﹤0.01% 725
2022
Q2
$1K Hold
25
﹤0.01% 773
2022
Q1
$2K Hold
25
﹤0.01% 721
2021
Q4
$3K Buy
+25
New +$3K ﹤0.01% 640