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Waverly Advisors’s Serina Therapeutics SER Stock Holding History

Waverly Advisors’s Portfolio SER Stock Details SER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$416K Hold
67,492
– – ﹤0.01% 859
2025
Q1 		$383K Hold
67,492
– – ﹤0.01% 852
2024
Q4 		$338K Hold
67,492
– – 0.01% 786
2024
Q3 		$452K Buy
67,492
+44,007
+187% +$294K 0.01% 607
2024
Q2 		$225K Buy
+23,485
New +$225K ﹤0.01% 735