Cerity Partners’s Cerus CERS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$98K Buy
69,486
+21,996
+46% +$31K ﹤0.01% 2479
2025
Q1
$66K Buy
47,490
+5,703
+14% +$7.93K ﹤0.01% 2369
2024
Q4
$70.6K Buy
41,787
+9,156
+28% +$15.5K ﹤0.01% 2365
2024
Q3
$56.8K Buy
+32,631
New +$56.8K ﹤0.01% 2478
2024
Q2
Sell
-25,736
Closed -$48.6K 2255
2024
Q1
$48.6K Buy
+25,736
New +$48.6K ﹤0.01% 2248
2021
Q3
Sell
-25,000
Closed -$148K 693
2021
Q2
$148K Hold
25,000
﹤0.01% 688
2021
Q1
$150K Buy
+25,000
New +$150K ﹤0.01% 673