Charles Schwab’s Personalis PSNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
159,142
+136,199
| +594% | +$893K | ﹤0.01% | 2884 |
|
|
2025
Q1 | $80.5K | Buy |
22,943
+2
| +0% | +$7 | ﹤0.01% | 3369 |
|
|
2024
Q4 | $133K | Hold |
22,941
| – | – | ﹤0.01% | 3373 |
|
|
2024
Q3 | $123K | Hold |
22,941
| – | – | ﹤0.01% | 3372 |
|
|
2024
Q2 | $26.8K | Hold |
22,941
| – | – | ﹤0.01% | 3571 |
|
|
2024
Q1 | $34.2K | Hold |
22,941
| – | – | ﹤0.01% | 3393 |
|
|
2023
Q4 | $48.2K | Hold |
22,941
| – | – | ﹤0.01% | 3406 |
|
|
2023
Q3 | $27.8K | Hold |
22,941
| – | – | ﹤0.01% | 3478 |
|
|
2023
Q2 | $43.1K | Hold |
22,941
| – | – | ﹤0.01% | 3435 |
|
|
2023
Q1 | $63.3K | Hold |
22,941
| – | – | ﹤0.01% | 3307 |
|
|
2022
Q4 | $45.4K | Buy |
+22,941
| New | +$45.4K | ﹤0.01% | 3378 |
|
|
2022
Q3 | – | Sell |
-155,830
| Closed | -$538K | – | 3539 |
|
|
2022
Q2 | $538K | Sell |
155,830
-106,316
| -41% | -$367K | ﹤0.01% | 3045 |
|
|
2022
Q1 | $2.15M | Buy |
262,146
+7,279
| +3% | +$59.6K | ﹤0.01% | 2620 |
|
|
2021
Q4 | $3.64M | Buy |
254,867
+5,066
| +2% | +$72.3K | ﹤0.01% | 2512 |
|
|
2021
Q3 | $4.81M | Buy |
249,801
+44,428
| +22% | +$855K | ﹤0.01% | 2397 |
|
|
2021
Q2 | $5.2M | Buy |
205,373
+20,624
| +11% | +$522K | ﹤0.01% | 2333 |
|
|
2021
Q1 | $4.55M | Buy |
184,749
+30,315
| +20% | +$746K | ﹤0.01% | 2345 |
|
|
2020
Q4 | $5.65M | Buy |
154,434
+3,232
| +2% | +$118K | ﹤0.01% | 2155 |
|
|
2020
Q3 | $3.28M | Buy |
151,202
+68,627
| +83% | +$1.49M | ﹤0.01% | 2287 |
|
|
2020
Q2 | $1.07M | Buy |
82,575
+10,968
| +15% | +$142K | ﹤0.01% | 2603 |
|
|
2020
Q1 | $578K | Buy |
71,607
+21,989
| +44% | +$177K | ﹤0.01% | 2663 |
|
|
2019
Q4 | $541K | Buy |
49,618
+546
| +1% | +$5.95K | ﹤0.01% | 2788 |
|
|
2019
Q3 | $721K | Buy |
+49,072
| New | +$721K | ﹤0.01% | 2664 |
|