Spire Wealth Management’s Precigen PGEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14K Hold
800
﹤0.01% 2259
2025
Q1
$1.19K Sell
800
-600
-43% -$894 ﹤0.01% 2360
2024
Q4
$1.57K Buy
1,400
+2
+0.1% +$2 ﹤0.01% 2296
2024
Q3
$1.33K Sell
1,398
-2
-0.1% -$2 ﹤0.01% 2063
2024
Q2
$2.21K Hold
1,400
﹤0.01% 1994
2024
Q1
$2.03K Hold
1,400
﹤0.01% 2092
2023
Q4
$1.79K Hold
1,400
﹤0.01% 2164
2023
Q3
$1.99K Hold
1,400
﹤0.01% 2140
2023
Q2
$1.61K Hold
1,400
﹤0.01% 2229
2023
Q1
$1.48K Hold
1,400
﹤0.01% 2322
2022
Q4
$2K Hold
1,400
﹤0.01% 2085
2022
Q3
$3K Buy
1,400
+600
+75% +$1.29K ﹤0.01% 1881
2022
Q2
$1K Hold
800
﹤0.01% 2562
2022
Q1
$2K Hold
800
﹤0.01% 2410
2021
Q4
$3K Hold
800
﹤0.01% 2710
2021
Q3
$4K Hold
800
﹤0.01% 2351
2021
Q2
$5K Sell
800
-200
-20% -$1.25K ﹤0.01% 2320
2021
Q1
$7K Buy
+1,000
New +$7K ﹤0.01% 2537