Crewe Advisors’s Geron GERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2K | Buy |
7,950
+50
| +0.6% | +$71 | ﹤0.01% | 444 |
|
|
2025
Q1 | $12.6K | Hold |
7,900
| – | – | ﹤0.01% | 404 |
|
|
2024
Q4 | $28K | Sell |
7,900
-400
| -5% | -$1.42K | ﹤0.01% | 327 |
|
|
2024
Q3 | $37.7K | Sell |
8,300
-1,400
| -14% | -$6.36K | ﹤0.01% | 327 |
|
|
2024
Q2 | $41.1K | Hold |
9,700
| – | – | ﹤0.01% | 404 |
|
|
2024
Q1 | $32K | Buy |
9,700
+8,700
| +870% | +$28.7K | ﹤0.01% | 425 |
|
|
2023
Q4 | $2.11K | Sell |
1,000
-1,000
| -50% | -$2.11K | ﹤0.01% | 293 |
|
|
2023
Q3 | $4.24K | Hold |
2,000
| – | – | ﹤0.01% | 301 |
|
|
2023
Q2 | $6.42K | Hold |
2,000
| – | – | ﹤0.01% | 442 |
|
|
2023
Q1 | $4.34K | Hold |
2,000
| – | – | ﹤0.01% | 649 |
|
|
2022
Q4 | $4.84K | Hold |
2,000
| – | – | ﹤0.01% | 681 |
|
|
2022
Q3 | $5K | Hold |
2,000
| – | – | ﹤0.01% | 847 |
|
|
2022
Q2 | $3K | Hold |
2,000
| – | – | ﹤0.01% | 894 |
|
|
2022
Q1 | $3K | Hold |
2,000
| – | – | ﹤0.01% | 416 |
|
|
2021
Q4 | $2K | Hold |
2,000
| – | – | ﹤0.01% | 376 |
|
|
2021
Q3 | $3K | Hold |
2,000
| – | – | ﹤0.01% | 332 |
|
|
2021
Q2 | $3K | Hold |
2,000
| – | – | ﹤0.01% | 372 |
|
|
2021
Q1 | $3K | Buy |
2,000
+1,000
| +100% | +$1.5K | ﹤0.01% | 395 |
|
|
2020
Q4 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 401 |
|
|
2020
Q3 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 505 |
|
|
2020
Q2 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 205 |
|
|
2020
Q1 | $1K | Hold |
1,000
| – | – | ﹤0.01% | 170 |
|
|
2019
Q4 | $1K | Hold |
1,000
| – | – | ﹤0.01% | 245 |
|
|
2019
Q3 | $1K | Buy |
+1,000
| New | +$1K | ﹤0.01% | 210 |
|