Wellington Shields Capital Management’s Personalis PSNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Hold |
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|
2025
Q1 | $1.5M | Sell |
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|
2024
Q4 | $2.49M | Sell |
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|
2024
Q3 | $2.33M | Sell |
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|
2024
Q2 | $511K | Hold |
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|
2024
Q1 | $651K | Sell |
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|
2023
Q4 | $1M | Sell |
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|
2023
Q3 | $796K | Sell |
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|
2023
Q2 | $1.65M | Sell |
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|
2023
Q1 | $2.44M | Buy |
|
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|
2022
Q4 | $1.71M | Sell |
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|
2022
Q3 | $2.9M | Buy |
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|
2022
Q2 | $3.28M | Buy |
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|
2022
Q1 | $7.45M | Sell |
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|
2021
Q4 | $13.2M | Buy |
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|
2021
Q3 | $17.5M | Buy |
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|
2021
Q2 | $23M | Buy |
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|
2021
Q1 | $22.4M | Buy |
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|
2020
Q4 | $33.2M | Buy |
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|
2020
Q3 | $14.6M | Buy |
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|
2020
Q2 | $7.11M | Sell |
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|
2020
Q1 | $4.44M | Buy |
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|
2019
Q4 | $3.02M | Buy |
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|
2019
Q3 | $2M | Buy |
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|
2019
Q2 | $2.42M | Buy |
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