Stifel Financial’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
Q4 | – | Sell |
-1,778
| Closed | -$12.4K | – | 3515 |
|
|
2024
Q3 | $12.4K | Buy |
1,778
+84
| +5% | +$584 | ﹤0.01% | 3352 |
|
|
2024
Q2 | $13.3K | Buy |
1,694
+56
| +3% | +$438 | ﹤0.01% | 3341 |
|
|
2024
Q1 | $17.4K | Buy |
1,638
+74
| +5% | +$787 | ﹤0.01% | 3310 |
|
|
2023
Q4 | $28.6K | Sell |
1,564
-400
| -20% | -$7.31K | ﹤0.01% | 3250 |
|
|
2023
Q3 | $38.4K | Buy |
1,964
+275
| +16% | +$5.38K | ﹤0.01% | 3201 |
|
|
2023
Q2 | $59.1K | Buy |
1,689
+95
| +6% | +$3.33K | ﹤0.01% | 3224 |
|
|
2023
Q1 | $72.7K | Sell |
1,594
-45
| -3% | -$2.05K | ﹤0.01% | 3210 |
|
|
2022
Q4 | $70.8K | Buy |
1,639
+365
| +29% | +$15.8K | ﹤0.01% | 3162 |
|
|
2022
Q3 | $73K | Sell |
1,274
-1,285
| -50% | -$73.6K | ﹤0.01% | 3148 |
|
|
2022
Q2 | $127K | Sell |
2,559
-706
| -22% | -$35K | ﹤0.01% | 3119 |
|
|
2022
Q1 | $250K | Buy |
3,265
+1,625
| +99% | +$124K | ﹤0.01% | 2989 |
|
|
2021
Q4 | $218K | Buy |
1,640
+289
| +21% | +$38.4K | ﹤0.01% | 3105 |
|
|
2021
Q3 | $245K | Buy |
+1,351
| New | +$245K | ﹤0.01% | 3026 |
|