LPL Financial’s Personalis PSNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $914K | Sell |
139,390
-8,525
| -6% | -$55.9K | ﹤0.01% | 3794 |
|
|
2025
Q1 | $519K | Buy |
147,915
+4,000
| +3% | +$14K | ﹤0.01% | 4078 |
|
|
2024
Q4 | $832K | Sell |
143,915
-6,773
| -4% | -$39.1K | ﹤0.01% | 3612 |
|
|
2024
Q3 | $811K | Sell |
150,688
-40,540
| -21% | -$218K | ﹤0.01% | 3524 |
|
|
2024
Q2 | $224K | Sell |
191,228
-19,800
| -9% | -$23.2K | ﹤0.01% | 4392 |
|
|
2024
Q1 | $314K | Buy |
211,028
+18,075
| +9% | +$26.9K | ﹤0.01% | 4095 |
|
|
2023
Q4 | $405K | Sell |
192,953
-1,186
| -0.6% | -$2.49K | ﹤0.01% | 3780 |
|
|
2023
Q3 | $235K | Sell |
194,139
-6,442
| -3% | -$7.8K | ﹤0.01% | 4069 |
|
|
2023
Q2 | $377K | Buy |
200,581
+17,189
| +9% | +$32.3K | ﹤0.01% | 3641 |
|
|
2023
Q1 | $506K | Buy |
183,392
+45,542
| +33% | +$126K | ﹤0.01% | 3304 |
|
|
2022
Q4 | $273K | Buy |
137,850
+58,013
| +73% | +$115K | ﹤0.01% | 3698 |
|
|
2022
Q3 | $237K | Buy |
79,837
+22,617
| +40% | +$67.1K | ﹤0.01% | 3760 |
|
|
2022
Q2 | $197K | Buy |
57,220
+40,334
| +239% | +$139K | ﹤0.01% | 3930 |
|
|
2022
Q1 | $138K | Buy |
+16,886
| New | +$138K | ﹤0.01% | 3897 |
|