Pathstone Holdings’s Personalis PSNL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,215
Closed -$59.1K 2327
2024
Q4
$59.1K Sell
10,215
-4,690
-31% -$27.1K ﹤0.01% 2258
2024
Q3
$80.2K Sell
14,905
-20,623
-58% -$111K ﹤0.01% 2249
2024
Q2
$41.6K Sell
35,528
-485
-1% -$567 ﹤0.01% 2262
2024
Q1
$53.7K Sell
36,013
-383
-1% -$571 ﹤0.01% 2241
2023
Q4
$76.4K Buy
+36,396
New +$76.4K ﹤0.01% 2156