Perigon Wealth Management’s Sera Prognostics SERA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$222K Hold
2025
Q2
$201K Hold
2025
Q1
$267K Hold
2024
Q4
$480K Sell
2024
Q3
$625K Sell
2024
Q2
$504K Hold
2024
Q1
$775K Hold
2023
Q4
$509K Buy