HighMark Wealth Management’s NeoGenomics NEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $911K | Hold |
124,600
| – | – | 0.45% | 29 |
|
|
2025
Q1 | $1.18M | Buy |
124,600
+27,800
| +29% | +$264K | 0.7% | 19 |
|
|
2024
Q4 | $1.6M | Hold |
96,800
| – | – | 0.92% | 15 |
|
|
2024
Q3 | $1.43M | Buy |
96,800
+4,000
| +4% | +$59K | 0.78% | 18 |
|
|
2024
Q2 | $1.29M | Buy |
92,800
+89,800
| +2,993% | +$1.25M | 0.77% | 16 |
|
|
2024
Q1 | $47.2K | Hold |
3,000
| – | – | 0.03% | 140 |
|
|
2023
Q4 | $48.5K | Hold |
3,000
| – | – | 0.04% | 133 |
|
|
2023
Q3 | $36.9K | Sell |
3,000
-1,250
| -29% | -$15.4K | 0.03% | 135 |
|
|
2023
Q2 | $68.3K | Buy |
4,250
+1,250
| +42% | +$20.1K | 0.05% | 100 |
|
|
2023
Q1 | $52.2K | Sell |
3,000
-200
| -6% | -$3.48K | 0.04% | 131 |
|
|
2022
Q4 | $29.6K | Buy |
3,200
+500
| +19% | +$4.62K | 0.02% | 138 |
|
|
2022
Q3 | $23K | Hold |
2,700
| – | – | 0.02% | 147 |
|
|
2022
Q2 | $22K | Buy |
2,700
+1,500
| +125% | +$12.2K | 0.02% | 152 |
|
|
2022
Q1 | $15K | Hold |
1,200
| – | – | 0.01% | 206 |
|
|
2021
Q4 | $41K | Sell |
1,200
-1,788
| -60% | -$61.1K | 0.03% | 129 |
|
|
2021
Q3 | $144K | Buy |
2,988
+221
| +8% | +$10.7K | 0.11% | 59 |
|
|
2021
Q2 | $125K | Buy |
2,767
+2,394
| +642% | +$108K | 0.09% | 64 |
|
|
2021
Q1 | $18K | Buy |
373
+57
| +18% | +$2.75K | 0.01% | 177 |
|
|
2020
Q4 | $17K | Sell |
316
-1,933
| -86% | -$104K | 0.01% | 175 |
|
|
2020
Q3 | $83K | Buy |
2,249
+2,012
| +849% | +$74.3K | 0.07% | 73 |
|
|
2020
Q2 | $7K | Buy |
+237
| New | +$7K | 0.01% | 271 |
|