LPL Financial’s CareDx CDNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $325K | Buy |
18,701
+1,012
| +6% | +$19.2K | ﹤0.01% | 5136 |
|
|
2025
Q4 | $333K | Sell |
17,689
-4,635
| -21% | -$77.6K | ﹤0.01% | 5063 |
|
|
2025
Q3 | $325K | Sell |
22,324
-12,753
| -36% | -$182K | ﹤0.01% | 4992 |
|
|
2025
Q2 | $685K | Sell |
35,077
-347
| -1% | -$6.17K | ﹤0.01% | 4102 |
|
|
2025
Q1 | $629K | Buy |
35,424
+976
| +3% | +$21K | ﹤0.01% | 3954 |
|
|
2024
Q4 | $738K | Sell |
34,448
-3,136
| -8% | -$76.3K | ﹤0.01% | 3752 |
|
|
2024
Q3 | $1.17M | Buy |
37,584
+1,918
| +5% | +$47.7K | ﹤0.01% | 3243 |
|
|
2024
Q2 | $554K | Buy |
35,666
+7,087
| +25% | +$85.7K | ﹤0.01% | 3793 |
|
|
2024
Q1 | $303K | Sell |
28,579
-5,029
| -15% | -$50.3K | ﹤0.01% | 4186 |
|
|
2023
Q4 | $403K | Sell |
33,608
-1,645
| -5% | -$13.5K | ﹤0.01% | 3837 |
|
|
2023
Q3 | $247K | Buy |
35,253
+180
| +0.5% | +$1.66K | ﹤0.01% | 4087 |
|
|
2023
Q2 | $298K | Sell |
35,073
-5,299
| -13% | -$44.2K | ﹤0.01% | 3854 |
|
|
2023
Q1 | $369K | Buy |
40,372
+6,948
| +21% | +$88.9K | ﹤0.01% | 3582 |
|
|
2022
Q4 | $381K | Sell |
33,424
-3,566
| -10% | -$52.8K | ﹤0.01% | 3483 |
|
|
2022
Q3 | $630K | Sell |
36,990
-1,564
| -4% | -$33.6K | ﹤0.01% | 2934 |
|
|
2022
Q2 | $828K | Buy |
38,554
+1,318
| +4% | +$36.6K | ﹤0.01% | 2740 |
|
|
2022
Q1 | $1.38M | Buy |
37,236
+1,407
| +4% | +$54.8K | ﹤0.01% | 2344 |
|
|
2021
Q4 | $1.63M | Buy |
35,829
+9,469
| +36% | +$494K | ﹤0.01% | 2242 |
|
|
2021
Q3 | $1.67M | Buy |
26,360
+9,832
| +59% | +$749K | ﹤0.01% | 2187 |
|
|
2021
Q2 | $1.51M | Buy |
16,528
+1,276
| +8% | +$101K | ﹤0.01% | 2203 |
|
|
2021
Q1 | $1.04M | Buy |
15,252
+1,369
| +10% | +$106K | ﹤0.01% | 2370 |
|
|
2020
Q4 | $1.01M | Buy |
13,883
+5,284
| +61% | +$306K | ﹤0.01% | 2176 |
|
|
2020
Q3 | $326K | Buy |
8,599
+1,900
| +28% | +$64.1K | ﹤0.01% | 2844 |
|
|
2020
Q2 | $237K | Buy |
+6,699
| New | +$191K | ﹤0.01% | 3005 |
|
Other funds holding CDNA
AIM
DM
B
VCM
GS
