Bradley & Co Private Wealth Management’s CareDx CDNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
12,587
| – | – | 0.15% | 38 |
|
|
2025
Q1 | $223K | Hold |
12,587
| – | – | 0.15% | 38 |
|
|
2024
Q4 | $269K | Buy |
+12,587
| New | +$269K | 0.17% | 35 |
|
|
2024
Q2 | $219K | Hold |
14,087
| – | – | 0.16% | 35 |
|
|
2024
Q1 | $149K | Hold |
14,087
| – | – | 0.12% | 40 |
|
|
2023
Q4 | $169K | Hold |
14,087
| – | – | 0.16% | 35 |
|
|
2023
Q3 | $98.6K | Hold |
14,087
| – | – | 0.1% | 40 |
|
|
2023
Q2 | $120K | Hold |
14,087
| – | – | 0.12% | 37 |
|
|
2023
Q1 | $129K | Hold |
14,087
| – | – | 0.14% | 35 |
|
|
2022
Q4 | $161K | Sell |
14,087
-5,664
| -29% | -$64.6K | 0.2% | 35 |
|
|
2022
Q3 | $336K | Hold |
19,751
| – | – | 0.4% | 27 |
|
|
2022
Q2 | $424K | Hold |
19,751
| – | – | 0.47% | 30 |
|
|
2022
Q1 | $731K | Hold |
19,751
| – | – | 0.63% | 28 |
|
|
2021
Q4 | $898K | Hold |
19,751
| – | – | 0.72% | 26 |
|
|
2021
Q3 | $1.25M | Sell |
19,751
-400
| -2% | -$25.4K | 1.08% | 22 |
|
|
2021
Q2 | $1.85M | Hold |
20,151
| – | – | 1.61% | 18 |
|
|
2021
Q1 | $1.37M | Buy |
+20,151
| New | +$1.37M | 1.27% | 22 |
|