Principal Financial Group’s CareDx CDNA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $934K | Buy |
47,781
+28,157
| +143% | +$550K | ﹤0.01% | 1898 |
|
2025
Q1 | $348K | Buy |
19,624
+640
| +3% | +$11.4K | ﹤0.01% | 1972 |
|
2024
Q4 | $406K | Buy |
18,984
+1,151
| +6% | +$24.6K | ﹤0.01% | 1992 |
|
2024
Q3 | $557K | Buy |
+17,833
| New | +$557K | ﹤0.01% | 1926 |
|
2024
Q2 | – | Sell |
-14,769
| Closed | -$156K | – | 2384 |
|
2024
Q1 | $156K | Sell |
14,769
-1,311
| -8% | -$13.9K | ﹤0.01% | 2212 |
|
2023
Q4 | $193K | Sell |
16,080
-1,555
| -9% | -$18.7K | ﹤0.01% | 2177 |
|
2023
Q3 | $123K | Buy |
17,635
+2,205
| +14% | +$15.4K | ﹤0.01% | 2248 |
|
2023
Q2 | $131K | Buy |
15,430
+1,807
| +13% | +$15.4K | ﹤0.01% | 2249 |
|
2023
Q1 | $125K | Sell |
13,623
-1,024
| -7% | -$9.36K | ﹤0.01% | 2266 |
|
2022
Q4 | $167K | Buy |
14,647
+1,104
| +8% | +$12.6K | ﹤0.01% | 2228 |
|
2022
Q3 | $230K | Sell |
13,543
-307
| -2% | -$5.21K | ﹤0.01% | 2163 |
|
2022
Q2 | $298K | Sell |
13,850
-1,305
| -9% | -$28.1K | ﹤0.01% | 2182 |
|
2022
Q1 | $561K | Buy |
15,155
+248
| +2% | +$9.18K | ﹤0.01% | 2089 |
|
2021
Q4 | $678K | Sell |
14,907
-6,225
| -29% | -$283K | ﹤0.01% | 2059 |
|
2021
Q3 | $1.34M | Sell |
21,132
-9,218
| -30% | -$585K | ﹤0.01% | 1942 |
|
2021
Q2 | $2.78M | Buy |
30,350
+8,766
| +41% | +$802K | ﹤0.01% | 1839 |
|
2021
Q1 | $1.47M | Sell |
21,584
-651
| -3% | -$44.3K | ﹤0.01% | 1914 |
|
2020
Q4 | $1.61M | Buy |
22,235
+6,042
| +37% | +$438K | ﹤0.01% | 1845 |
|
2020
Q3 | $614K | Buy |
16,193
+59
| +0.4% | +$2.24K | ﹤0.01% | 1972 |
|
2020
Q2 | $571K | Buy |
+16,134
| New | +$571K | ﹤0.01% | 1941 |
|
2019
Q4 | – | Sell |
-24,897
| Closed | -$563K | – | 2239 |
|
2019
Q3 | $563K | Buy |
24,897
+1,489
| +6% | +$33.7K | ﹤0.01% | 1922 |
|
2019
Q2 | $842K | Buy |
23,408
+7,315
| +45% | +$263K | ﹤0.01% | 1862 |
|
2019
Q1 | $507K | Buy |
16,093
+458
| +3% | +$14.4K | ﹤0.01% | 1933 |
|
2018
Q4 | $393K | Buy |
+15,635
| New | +$393K | ﹤0.01% | 1966 |
|