Raymond James Financial Services Advisors’s 23andMe Holding Co. Class A Common Stock ME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $20.1K | Sell |
2,898
-2,706
| -48% | -$18.8K | ﹤0.01% | 3371 |
|
|
2024
Q2 | $43.8K | Sell |
5,604
-572
| -9% | -$4.48K | ﹤0.01% | 3294 |
|
|
2024
Q1 | $65.7K | Buy |
6,176
+4,744
| +331% | +$50.5K | ﹤0.01% | 3265 |
|
|
2023
Q4 | $26.2K | Sell |
1,432
-1
| -0.1% | -$18 | ﹤0.01% | 3211 |
|
|
2023
Q3 | $28K | Sell |
1,433
-56
| -4% | -$1.1K | ﹤0.01% | 3153 |
|
|
2023
Q2 | $52.1K | Sell |
1,489
-163
| -10% | -$5.7K | ﹤0.01% | 3120 |
|
|
2023
Q1 | $75.3K | Buy |
1,652
+300
| +22% | +$13.7K | ﹤0.01% | 3080 |
|
|
2022
Q4 | $58.4K | Sell |
1,352
-403
| -23% | -$17.4K | ﹤0.01% | 3063 |
|
|
2022
Q3 | $100K | Buy |
1,755
+55
| +3% | +$3.13K | ﹤0.01% | 2984 |
|
|
2022
Q2 | $84K | Buy |
1,700
+187
| +12% | +$9.24K | ﹤0.01% | 3023 |
|
|
2022
Q1 | $116K | Sell |
1,513
-490
| -24% | -$37.6K | ﹤0.01% | 3071 |
|
|
2021
Q4 | $267K | Buy |
2,003
+932
| +87% | +$124K | ﹤0.01% | 2789 |
|
|
2021
Q3 | $194K | Buy |
1,071
+13
| +1% | +$2.36K | ﹤0.01% | 2989 |
|
|
2021
Q2 | $247K | Buy |
1,058
+414
| +64% | +$96.7K | ﹤0.01% | 2851 |
|
|
2021
Q1 | $131K | Buy |
+644
| New | +$131K | ﹤0.01% | 3002 |
|