Bordeaux Wealth Advisors’s Precigen PGEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-16,528
Closed -$18.5K 166
2024
Q4
$18.5K Hold
16,528
﹤0.01% 160
2024
Q3
$15.7K Hold
16,528
﹤0.01% 161
2024
Q2
$26.1K Hold
16,528
0.01% 138
2024
Q1
$24K Hold
16,528
0.01% 115
2023
Q4
$22.1K Hold
16,528
0.01% 108
2023
Q3
$23.5K Hold
16,528
0.01% 92
2023
Q2
$19K Hold
16,528
0.01% 102
2023
Q1
$17.5K Hold
16,528
0.01% 99
2022
Q4
$25.1K Buy
+16,528
New +$25.1K 0.01% 83