IFP Advisors’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
Q2 | – | Sell |
-25
| Closed | -$18 | – | 5100 |
|
|
2025
Q1 | $18 | Sell |
25
-800
| -97% | -$576 | ﹤0.01% | 4181 |
|
|
2024
Q4 | $3.96K | Buy |
825
+785
| +1,963% | +$3.77K | ﹤0.01% | 2882 |
|
|
2024
Q3 | $278 | Hold |
40
| – | – | ﹤0.01% | 3191 |
|
|
2024
Q2 | $313 | Hold |
40
| – | – | ﹤0.01% | 3119 |
|
|
2024
Q1 | $426 | Hold |
40
| – | – | ﹤0.01% | 2995 |
|
|
2023
Q4 | $731 | Hold |
40
| – | – | ﹤0.01% | 2843 |
|
|
2023
Q3 | $782 | Hold |
40
| – | – | ﹤0.01% | 3045 |
|
|
2023
Q2 | $1.4K | Hold |
40
| – | – | ﹤0.01% | 2991 |
|
|
2023
Q1 | $10.7K | Sell |
40
-20
| -33% | -$5.33K | ﹤0.01% | 2256 |
|
|
2022
Q4 | $16K | Buy |
60
+15
| +33% | +$4K | ﹤0.01% | 3088 |
|
|
2022
Q3 | $12K | Hold |
45
| – | – | ﹤0.01% | 3532 |
|
|
2022
Q2 | $12K | Hold |
45
| – | – | ﹤0.01% | 3283 |
|
|
2022
Q1 | $12K | Buy |
45
+20
| +80% | +$5.33K | ﹤0.01% | 3283 |
|
|
2021
Q4 | $3K | Sell |
25
-150
| -86% | -$18K | ﹤0.01% | 2662 |
|
|
2021
Q3 | $32K | Hold |
175
| – | – | ﹤0.01% | 1730 |
|
|
2021
Q2 | $41K | Buy |
+175
| New | +$41K | ﹤0.01% | 1612 |
|