Charles Schwab’s Personalis PSNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.03M | Sell |
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|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $80.5K | Buy |
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|
2024
Q4 | $133K | Hold |
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|
2024
Q3 | $123K | Hold |
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|
2024
Q2 | $26.8K | Hold |
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|
2024
Q1 | $34.2K | Hold |
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|
2023
Q4 | $48.2K | Hold |
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|
2023
Q3 | $27.8K | Hold |
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|
2023
Q2 | $43.1K | Hold |
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|
2023
Q1 | $63.3K | Hold |
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|
2022
Q4 | $45.4K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $538K | Sell |
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|
2022
Q1 | $2.15M | Buy |
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|
2021
Q4 | $3.64M | Buy |
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|
2021
Q3 | $4.81M | Buy |
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|
2021
Q2 | $5.2M | Buy |
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|
2021
Q1 | $4.55M | Buy |
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|
2020
Q4 | $5.65M | Buy |
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|
2020
Q3 | $3.28M | Buy |
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|
2020
Q2 | $1.07M | Buy |
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|
2020
Q1 | $578K | Buy |
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|
2019
Q4 | $541K | Buy |
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|
2019
Q3 | $721K | Buy |
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