Charles Schwab’s Sera Prognostics SERA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $37K | Hold |
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|
2025
Q2 | $33.5K | Sell |
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|
2025
Q1 | $299K | Buy |
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|
2024
Q4 | $661K | Buy |
|
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|
2024
Q3 | $601K | Hold |
|
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|
2024
Q2 | $457K | Buy |
|
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|
2024
Q1 | $109K | Hold |
|
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|
2023
Q4 | $71.8K | Hold |
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|
2023
Q3 | $22.3K | Hold |
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|
2023
Q2 | $39.5K | Hold |
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|
2023
Q1 | $46K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $68K | Buy |
|