Pacific Heights Asset Management’s Personalis PSNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-310,000
| Closed | -$651K | – | 74 |
|
|
2023
Q4 | $651K | Hold |
310,000
| – | – | 0.06% | 73 |
|
|
2023
Q3 | $375K | Hold |
310,000
| – | – | 0.04% | 74 |
|
|
2023
Q2 | $583K | Hold |
310,000
| – | – | 0.05% | 74 |
|
|
2023
Q1 | $856K | Hold |
310,000
| – | – | 0.08% | 77 |
|
|
2022
Q4 | $614K | Hold |
310,000
| – | – | 0.06% | 77 |
|
|
2022
Q3 | $921K | Hold |
310,000
| – | – | 0.1% | 79 |
|
|
2022
Q2 | $1.07M | Hold |
310,000
| – | – | 0.11% | 81 |
|
|
2022
Q1 | $2.54M | Hold |
310,000
| – | – | 0.22% | 79 |
|
|
2021
Q4 | $4.42M | Buy |
310,000
+50,000
| +19% | +$714K | 0.37% | 70 |
|
|
2021
Q3 | $5M | Buy |
260,000
+50,000
| +24% | +$962K | 0.47% | 66 |
|
|
2021
Q2 | $5.31M | Buy |
210,000
+25,000
| +14% | +$633K | 0.49% | 66 |
|
|
2021
Q1 | $4.55M | Buy |
+185,000
| New | +$4.55M | 0.42% | 70 |
|