UBS Group’s Personalis PSNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $786K | Buy |
119,814
+73,503
| +159% | +$482K | ﹤0.01% | 4524 |
|
|
2025
Q1 | $163K | Buy |
46,311
+4,384
| +10% | +$15.4K | ﹤0.01% | 5439 |
|
|
2024
Q4 | $242K | Buy |
41,927
+34,850
| +492% | +$201K | ﹤0.01% | 5146 |
|
|
2024
Q3 | $38.1K | Sell |
7,077
-80,882
| -92% | -$435K | ﹤0.01% | 5797 |
|
|
2024
Q2 | $103K | Buy |
87,959
+76,748
| +685% | +$89.8K | ﹤0.01% | 5011 |
|
|
2024
Q1 | $16.7K | Buy |
11,211
+981
| +10% | +$1.46K | ﹤0.01% | 5827 |
|
|
2023
Q4 | $21.5K | Sell |
10,230
-10,380
| -50% | -$21.8K | ﹤0.01% | 5858 |
|
|
2023
Q3 | $24.9K | Buy |
20,610
+2,996
| +17% | +$3.63K | ﹤0.01% | 5552 |
|
|
2023
Q2 | $33.1K | Sell |
17,614
-246,466
| -93% | -$463K | ﹤0.01% | 5604 |
|
|
2023
Q1 | $729K | Buy |
264,080
+2,820
| +1% | +$7.78K | ﹤0.01% | 3427 |
|
|
2022
Q4 | $517K | Buy |
261,260
+100,471
| +62% | +$199K | ﹤0.01% | 3666 |
|
|
2022
Q3 | $477K | Buy |
160,789
+5,813
| +4% | +$17.2K | ﹤0.01% | 3409 |
|
|
2022
Q2 | $535K | Buy |
154,976
+138,747
| +855% | +$479K | ﹤0.01% | 3312 |
|
|
2022
Q1 | $133K | Sell |
16,229
-17,952
| -53% | -$147K | ﹤0.01% | 4690 |
|
|
2021
Q4 | $487K | Buy |
34,181
+29,219
| +589% | +$416K | ﹤0.01% | 4004 |
|
|
2021
Q3 | $95K | Sell |
4,962
-214
| -4% | -$4.1K | ﹤0.01% | 4789 |
|
|
2021
Q2 | $131K | Sell |
5,176
-20,825
| -80% | -$527K | ﹤0.01% | 4647 |
|
|
2021
Q1 | $639K | Buy |
26,001
+18,879
| +265% | +$464K | ﹤0.01% | 3750 |
|
|
2020
Q4 | $261K | Buy |
7,122
+606
| +9% | +$22.2K | ﹤0.01% | 4113 |
|
|
2020
Q3 | $141K | Sell |
6,516
-8,460
| -56% | -$183K | ﹤0.01% | 4172 |
|
|
2020
Q2 | $194K | Buy |
14,976
+69
| +0.5% | +$894 | ﹤0.01% | 4020 |
|
|
2020
Q1 | $120K | Buy |
14,907
+4,042
| +37% | +$32.5K | ﹤0.01% | 4278 |
|
|
2019
Q4 | $118K | Buy |
10,865
+4,977
| +85% | +$54.1K | ﹤0.01% | 4894 |
|
|
2019
Q3 | $86K | Buy |
+5,888
| New | +$86K | ﹤0.01% | 4927 |
|