WSCM
Wellington Shields Capital Management’s Personalis PSNL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Hold |
426,331
| – | – | 0.47% | 51 |
|
|
2025
Q1 | $1.5M | Sell |
426,331
-4,850
| -1% | -$17K | 0.27% | 78 |
|
|
2024
Q4 | $2.49M | Sell |
431,181
-1,000
| -0.2% | -$5.78K | 0.44% | 48 |
|
|
2024
Q3 | $2.33M | Sell |
432,181
-4,750
| -1% | -$25.6K | 0.4% | 56 |
|
|
2024
Q2 | $511K | Hold |
436,931
| – | – | 0.09% | 153 |
|
|
2024
Q1 | $651K | Sell |
436,931
-40,900
| -9% | -$60.9K | 0.12% | 133 |
|
|
2023
Q4 | $1M | Sell |
477,831
-179,906
| -27% | -$378K | 0.13% | 106 |
|
|
2023
Q3 | $796K | Sell |
657,737
-221,451
| -25% | -$268K | 0.11% | 109 |
|
|
2023
Q2 | $1.65M | Sell |
879,188
-3,750
| -0.4% | -$7.05K | 0.2% | 73 |
|
|
2023
Q1 | $2.44M | Buy |
882,938
+19,800
| +2% | +$54.6K | 0.29% | 43 |
|
|
2022
Q4 | $1.71M | Sell |
863,138
-112,227
| -12% | -$222K | 0.21% | 64 |
|
|
2022
Q3 | $2.9M | Buy |
975,365
+25,000
| +3% | +$74.3K | 0.69% | 31 |
|
|
2022
Q2 | $3.28M | Buy |
950,365
+40,500
| +4% | +$140K | 0.41% | 30 |
|
|
2022
Q1 | $7.45M | Sell |
909,865
-13,125
| -1% | -$107K | 0.82% | 15 |
|
|
2021
Q4 | $13.2M | Buy |
922,990
+12,204
| +1% | +$174K | 1.69% | 11 |
|
|
2021
Q3 | $17.5M | Buy |
910,786
+701
| +0.1% | +$13.5K | 2.39% | 4 |
|
|
2021
Q2 | $23M | Buy |
910,085
+516
| +0.1% | +$13.1K | 2.78% | 4 |
|
|
2021
Q1 | $22.4M | Buy |
909,569
+2,150
| +0.2% | +$52.9K | 2.13% | 7 |
|
|
2020
Q4 | $33.2M | Buy |
907,419
+234,771
| +35% | +$8.6M | 4.44% | 2 |
|
|
2020
Q3 | $14.6M | Buy |
672,648
+124,806
| +23% | +$2.7M | 2.31% | 6 |
|
|
2020
Q2 | $7.11M | Sell |
547,842
-2,000
| -0.4% | -$25.9K | 1.14% | 14 |
|
|
2020
Q1 | $4.44M | Buy |
549,842
+273,260
| +99% | +$2.21M | 0.84% | 25 |
|
|
2019
Q4 | $3.02M | Buy |
276,582
+139,982
| +102% | +$1.53M | 0.46% | 47 |
|
|
2019
Q3 | $2.01M | Buy |
136,600
+47,400
| +53% | +$696K | 0.33% | 67 |
|
|
2019
Q2 | $2.42M | Buy |
+89,200
| New | +$2.42M | 0.4% | 53 |
|