LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,893
| Closed | -$13.2K | – | 5339 |
|
|
2024
Q3 | $13.2K | Buy |
1,893
+440
| +30% | +$3.06K | ﹤0.01% | 5006 |
|
|
2024
Q2 | $11.4K | Sell |
1,453
-199
| -12% | -$1.56K | ﹤0.01% | 4866 |
|
|
2024
Q1 | $17.6K | Sell |
1,652
-95
| -5% | -$1.01K | ﹤0.01% | 4780 |
|
|
2023
Q4 | $31.9K | Sell |
1,747
-258
| -13% | -$4.71K | ﹤0.01% | 4635 |
|
|
2023
Q3 | $39.2K | Sell |
2,005
-697
| -26% | -$13.6K | ﹤0.01% | 4485 |
|
|
2023
Q2 | $94.6K | Sell |
2,702
-305
| -10% | -$10.7K | ﹤0.01% | 4281 |
|
|
2023
Q1 | $137K | Buy |
3,007
+32
| +1% | +$1.46K | ﹤0.01% | 4113 |
|
|
2022
Q4 | $128K | Sell |
2,975
-889
| -23% | -$38.4K | ﹤0.01% | 4085 |
|
|
2022
Q3 | $221K | Buy |
3,864
+104
| +3% | +$5.95K | ﹤0.01% | 3819 |
|
|
2022
Q2 | $186K | Buy |
+3,760
| New | +$186K | ﹤0.01% | 3951 |
|
|
2022
Q1 | – | Sell |
-3,428
| Closed | -$457K | – | 4399 |
|
|
2021
Q4 | $457K | Buy |
3,428
+2,107
| +160% | +$281K | ﹤0.01% | 3345 |
|
|
2021
Q3 | $239K | Buy |
1,321
+47
| +4% | +$8.5K | ﹤0.01% | 3801 |
|
|
2021
Q2 | $298K | Sell |
1,274
-351
| -22% | -$82.1K | ﹤0.01% | 3578 |
|
|
2021
Q1 | $330K | Buy |
+1,625
| New | +$330K | ﹤0.01% | 3386 |
|