Summit Trail Advisors’s Precigen PGEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.9K | Hold |
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|
2025
Q1 | $41.9K | Hold |
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|
2024
Q4 | $31.5K | Sell |
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|
2024
Q3 | $99K | Hold |
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|
2024
Q2 | $165K | Hold |
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|
2024
Q1 | $152K | Hold |
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|
2023
Q4 | $140K | Hold |
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|
2023
Q3 | $148K | Hold |
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|
2023
Q2 | $120K | Hold |
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|
2023
Q1 | $111K | Buy |
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|
2022
Q4 | $65K | Hold |
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|
2022
Q3 | $91K | Hold |
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|
2022
Q2 | $57K | Hold |
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|
2022
Q1 | $90K | Sell |
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|
2021
Q4 | $162K | Hold |
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|
2021
Q3 | $217K | Buy |
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|
2021
Q2 | $203K | Hold |
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|
2021
Q1 | $215K | Hold |
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|
2020
Q4 | $318K | Hold |
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|
2020
Q3 | $185K | Hold |
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|
2020
Q2 | $156K | Hold |
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|
2020
Q1 | $106K | Buy |
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|
2019
Q4 | $90K | Hold |
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|
2019
Q3 | $94K | Hold |
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|
2019
Q2 | $126K | Hold |
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|
2019
Q1 | $87K | Sell |
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|
2018
Q4 | $204K | Hold |
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|
2018
Q3 | $537K | Hold |
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|
2018
Q2 | $435K | Sell |
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|
2018
Q1 | $587K | Buy |
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|
2017
Q4 | $436K | Buy |
|