CarsonAllaria 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 |
-90
| Closed | -$293 | – | 378 |
|
|
2024
Q4 | $293 | Hold |
90
| – | – | ﹤0.01% | 342 |
|
|
2024
Q3 | $626 | Hold |
90
| – | – | ﹤0.01% | 374 |
|
|
2024
Q2 | $704 | Hold |
90
| – | – | ﹤0.01% | 355 |
|
|
2024
Q1 | $958 | Hold |
90
| – | – | ﹤0.01% | 369 |
|
|
2023
Q4 | $1.64K | Hold |
90
| – | – | ﹤0.01% | 315 |
|
|
2023
Q3 | $1.76K | Sell |
90
-10
| -10% | -$196 | ﹤0.01% | 309 |
|
|
2023
Q2 | $3.5K | Buy |
100
+25
| +33% | +$875 | ﹤0.01% | 288 |
|
|
2023
Q1 | $3.42K | Buy |
75
+60
| +400% | +$2.74K | ﹤0.01% | 279 |
|
|
2022
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 338 |
|
|
2022
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 330 |
|
|
2022
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 326 |
|