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 |
|