Concourse Financial Group Securities’s 23andMe Holding Co. Class A Common Stock ME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 10361 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 10597 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 10227 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 9878 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 9653 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 9427 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 9191 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 8973 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 8629 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 8637 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 8454 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 8302 |
|
|
2022
Q1 | – | Sell |
-25
| Closed | -$3K | – | 8115 |
|
|
2021
Q4 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 2164 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 7514 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 7202 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6917 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6679 |
|