CIBC Private Wealth Group’s NeoGenomics NEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3K | Sell |
1,815
-1,505
| -45% | -$11K | ﹤0.01% | 2166 |
|
|
2025
Q1 | $27.2K | Sell |
3,320
-444
| -12% | -$3.64K | ﹤0.01% | 1880 |
|
|
2024
Q4 | $70K | Sell |
3,764
-20
| -0.5% | -$372 | ﹤0.01% | 1557 |
|
|
2024
Q3 | $55.8K | Sell |
3,784
-315
| -8% | -$4.65K | ﹤0.01% | 1734 |
|
|
2024
Q2 | $56.2K | Sell |
4,099
-2,687
| -40% | -$36.8K | ﹤0.01% | 1633 |
|
|
2024
Q1 | $104K | Sell |
6,786
-5,206
| -43% | -$80.1K | ﹤0.01% | 1381 |
|
|
2023
Q4 | $194K | Buy |
11,992
+20
| +0.2% | +$324 | ﹤0.01% | 1077 |
|
|
2023
Q3 | $147K | Sell |
11,972
-865
| -7% | -$10.6K | ﹤0.01% | 1017 |
|
|
2023
Q2 | $206K | Sell |
12,837
-2,108
| -14% | -$33.9K | ﹤0.01% | 836 |
|
|
2023
Q1 | $260K | Sell |
14,945
-2,389
| -14% | -$41.6K | ﹤0.01% | 802 |
|
|
2022
Q4 | $160 | Sell |
17,334
-3,238
| -16% | -$30 | ﹤0.01% | 824 |
|
|
2022
Q3 | $177K | Sell |
20,572
-5,960
| -22% | -$51.3K | ﹤0.01% | 866 |
|
|
2022
Q2 | $216K | Sell |
26,532
-4,504
| -15% | -$36.7K | ﹤0.01% | 869 |
|
|
2022
Q1 | $377K | Sell |
31,036
-4,379
| -12% | -$53.2K | ﹤0.01% | 803 |
|
|
2021
Q4 | $1.21M | Sell |
35,415
-1,365
| -4% | -$46.6K | ﹤0.01% | 616 |
|
|
2021
Q3 | $1.77M | Sell |
36,780
-2,485
| -6% | -$120K | ﹤0.01% | 523 |
|
|
2021
Q2 | $1.77M | Buy |
39,265
+455
| +1% | +$20.6K | ﹤0.01% | 552 |
|
|
2021
Q1 | $1.87M | Sell |
38,810
-5,626
| -13% | -$271K | ﹤0.01% | 546 |
|
|
2020
Q4 | $2.39M | Sell |
44,436
-2,585
| -5% | -$139K | 0.01% | 478 |
|
|
2020
Q3 | $1.74M | Buy |
+47,021
| New | +$1.74M | 0.01% | 471 |
|
|
2020
Q2 | – | Sell |
-56,652
| Closed | -$1.56M | – | 735 |
|
|
2020
Q1 | $1.56M | Sell |
56,652
-10,738
| -16% | -$296K | 0.01% | 455 |
|
|
2019
Q4 | $1.97M | Sell |
67,390
-1,222
| -2% | -$35.7K | 0.01% | 472 |
|
|
2019
Q3 | $1.31M | Sell |
68,612
-11,797
| -15% | -$226K | ﹤0.01% | 526 |
|
|
2019
Q2 | $1.76M | Sell |
80,409
-5,468
| -6% | -$120K | 0.01% | 484 |
|
|
2019
Q1 | $1.76M | Buy |
85,877
+6,372
| +8% | +$130K | 0.01% | 488 |
|
|
2018
Q4 | $1M | Sell |
79,505
-6,200
| -7% | -$78.2K | ﹤0.01% | 565 |
|
|
2018
Q3 | $1.32M | Sell |
85,705
-60
| -0.1% | -$921 | 0.01% | 619 |
|
|
2018
Q2 | $1.12M | Buy |
85,765
+410
| +0.5% | +$5.37K | ﹤0.01% | 627 |
|
|
2018
Q1 | $696K | Sell |
85,355
-14,575
| -15% | -$119K | ﹤0.01% | 713 |
|
|
2017
Q4 | $885K | Buy |
99,930
+2,060
| +2% | +$18.2K | ﹤0.01% | 678 |
|
|
2017
Q3 | $1.09M | Buy |
+97,870
| New | +$1.09M | 0.01% | 623 |
|