Center for Financial Planning’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
2024
Q4
Sell
-5
Closed -$35 700
2024
Q3
$35 Buy
+5
New +$35 ﹤0.01% 572
2021
Q3
Sell
-25
Closed -$6K 534
2021
Q2
$6K Hold
25
﹤0.01% 411
2021
Q1
$5K Buy
+25
New +$5K ﹤0.01% 453