PCS
Personal CFO Solutions’s Adaptive Biotechnologies ADPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,250
| Closed | -$83.6K | – | 482 |
|
|
2025
Q1 | $83.6K | Buy |
+11,250
| New | +$83.6K | 0.02% | 447 |
|
|
2024
Q4 | – | Sell |
-11,250
| Closed | -$57.6K | – | 458 |
|
|
2024
Q3 | $57.6K | Hold |
11,250
| – | – | 0.01% | 557 |
|
|
2024
Q2 | $40.7K | Hold |
11,250
| – | – | 0.01% | 529 |
|
|
2024
Q1 | $36.1K | Hold |
11,250
| – | – | 0.01% | 540 |
|
|
2023
Q4 | $55.1K | Buy |
+11,250
| New | +$55.1K | 0.01% | 506 |
|
|
2023
Q2 | – | Sell |
-11,250
| Closed | -$99.3K | – | 470 |
|
|
2023
Q1 | $99.3K | Hold |
11,250
| – | – | 0.02% | 460 |
|
|
2022
Q4 | $86K | Hold |
11,250
| – | – | 0.02% | 445 |
|
|
2022
Q3 | $80K | Hold |
11,250
| – | – | 0.02% | 399 |
|
|
2022
Q2 | $91K | Buy |
+11,250
| New | +$91K | 0.02% | 415 |
|
|
2022
Q1 | – | Sell |
-11,250
| Closed | -$316K | – | 473 |
|
|
2021
Q4 | $316K | Hold |
11,250
| – | – | 0.06% | 307 |
|
|
2021
Q3 | $382K | Buy |
+11,250
| New | +$382K | 0.08% | 229 |
|
|
2021
Q2 | – | Sell |
-32,388
| Closed | -$1.3M | – | 440 |
|
|
2021
Q1 | $1.3M | Sell |
32,388
-10,528
| -25% | -$424K | 0.28% | 70 |
|
|
2020
Q4 | $2.54M | Sell |
42,916
-30,183
| -41% | -$1.78M | 0.63% | 33 |
|
|
2020
Q3 | $4K | Sell |
73,099
-9,817
| -12% | -$537 | 1.33% | 14 |
|
|
2020
Q2 | $4.01M | Sell |
82,916
-30,000
| -27% | -$1.45M | 1.19% | 13 |
|
|
2020
Q1 | $3.14M | Buy |
+112,916
| New | +$3.14M | 1.13% | 18 |
|