Morgan Stanley’s Personalis PSNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.11M | Buy |
626,459
+66,502
| +12% | +$436K | ﹤0.01% | 4219 |
|
|
2025
Q1 | $1.97M | Buy |
559,957
+310,209
| +124% | +$1.09M | ﹤0.01% | 4612 |
|
|
2024
Q4 | $1.44M | Buy |
249,748
+140,923
| +129% | +$815K | ﹤0.01% | 4903 |
|
|
2024
Q3 | $585K | Sell |
108,825
-17,621
| -14% | -$94.8K | ﹤0.01% | 5324 |
|
|
2024
Q2 | $148K | Buy |
126,446
+6,540
| +5% | +$7.65K | ﹤0.01% | 5803 |
|
|
2024
Q1 | $179K | Sell |
119,906
-126,838
| -51% | -$189K | ﹤0.01% | 5772 |
|
|
2023
Q4 | $518K | Buy |
246,744
+139,454
| +130% | +$293K | ﹤0.01% | 5602 |
|
|
2023
Q3 | $130K | Sell |
107,290
-29,625
| -22% | -$35.8K | ﹤0.01% | 5759 |
|
|
2023
Q2 | $257K | Buy |
136,915
+80,055
| +141% | +$151K | ﹤0.01% | 5527 |
|
|
2023
Q1 | $157K | Sell |
56,860
-8,568
| -13% | -$23.6K | ﹤0.01% | 5816 |
|
|
2022
Q4 | $130K | Sell |
65,428
-134,546
| -67% | -$266K | ﹤0.01% | 5864 |
|
|
2022
Q3 | $595K | Sell |
199,974
-112,237
| -36% | -$334K | ﹤0.01% | 5177 |
|
|
2022
Q2 | $1.08M | Buy |
312,211
+112,203
| +56% | +$387K | ﹤0.01% | 4970 |
|
|
2022
Q1 | $1.64M | Sell |
200,008
-37,990
| -16% | -$311K | ﹤0.01% | 4662 |
|
|
2021
Q4 | $3.4M | Sell |
237,998
-58,772
| -20% | -$839K | ﹤0.01% | 4126 |
|
|
2021
Q3 | $5.71M | Sell |
296,770
-262,571
| -47% | -$5.05M | ﹤0.01% | 3531 |
|
|
2021
Q2 | $14.2M | Sell |
559,341
-147,125
| -21% | -$3.72M | ﹤0.01% | 2572 |
|
|
2021
Q1 | $17.4M | Buy |
706,466
+162,320
| +30% | +$3.99M | ﹤0.01% | 2065 |
|
|
2020
Q4 | $19.9M | Buy |
544,146
+268,500
| +97% | +$9.83M | ﹤0.01% | 1815 |
|
|
2020
Q3 | $5.97M | Buy |
275,646
+9,114
| +3% | +$197K | ﹤0.01% | 2544 |
|
|
2020
Q2 | $3.46M | Buy |
266,532
+207,806
| +354% | +$2.69M | ﹤0.01% | 3053 |
|
|
2020
Q1 | $474K | Buy |
58,726
+31,787
| +118% | +$257K | ﹤0.01% | 4402 |
|
|
2019
Q4 | $293K | Buy |
26,939
+20,029
| +290% | +$218K | ﹤0.01% | 5236 |
|
|
2019
Q3 | $102K | Sell |
6,910
-10,401
| -60% | -$154K | ﹤0.01% | 5441 |
|
|
2019
Q2 | $470K | Buy |
+17,311
| New | +$470K | ﹤0.01% | 4641 |
|