Perigon Wealth Management’s Sera Prognostics SERA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Hold |
72,685
| – | – | ﹤0.01% | 1009 |
|
|
2025
Q1 | $267K | Hold |
72,685
| – | – | 0.01% | 854 |
|
|
2024
Q4 | $480K | Sell |
72,685
-7,500
| -9% | -$49.5K | 0.01% | 652 |
|
|
2024
Q3 | $625K | Sell |
80,185
-5,000
| -6% | -$39K | 0.02% | 547 |
|
|
2024
Q2 | $504K | Hold |
85,185
| – | – | 0.01% | 530 |
|
|
2024
Q1 | $775K | Hold |
85,185
| – | – | 0.02% | 427 |
|
|
2023
Q4 | $509K | Buy |
+85,185
| New | +$509K | 0.02% | 493 |
|