Wellington Shields & Co’s Personalis PSNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Hold |
292,489
| – | – | 0.54% | 42 |
|
|
2025
Q1 | $1.03M | Hold |
292,489
| – | – | 0.32% | 75 |
|
|
2024
Q4 | $1.69M | Hold |
292,489
| – | – | 0.52% | 45 |
|
|
2024
Q3 | $1.57M | Hold |
292,489
| – | – | 0.48% | 50 |
|
|
2024
Q2 | $342K | Sell |
292,489
-1,608
| -0.5% | -$1.88K | 0.11% | 152 |
|
|
2024
Q1 | $438K | Hold |
294,097
| – | – | 0.15% | 132 |
|
|
2023
Q4 | $618K | Sell |
294,097
-310,170
| -51% | -$651K | 0.23% | 100 |
|
|
2023
Q3 | $731K | Sell |
604,267
-13,144
| -2% | -$15.9K | 0.18% | 81 |
|
|
2023
Q2 | $1.16M | Sell |
617,411
-395,902
| -39% | -$744K | 0.27% | 49 |
|
|
2023
Q1 | $2.8M | Hold |
1,013,313
| – | – | 0.63% | 21 |
|
|
2022
Q4 | $2.01M | Buy |
1,013,313
+86,947
| +9% | +$172K | 0.46% | 29 |
|
|
2022
Q3 | $2.75M | Hold |
926,366
| – | – | 1.2% | 19 |
|
|
2022
Q2 | $3.2M | Buy |
926,366
+5,888
| +0.6% | +$20.3K | 0.77% | 18 |
|
|
2022
Q1 | $7.54M | Hold |
920,478
| – | – | 2.48% | 4 |
|
|
2021
Q4 | $13.1M | Hold |
920,478
| – | – | 2.62% | 5 |
|
|
2021
Q3 | $17.7M | Hold |
920,478
| – | – | 6.18% | 3 |
|
|
2021
Q2 | $23.3M | Hold |
920,478
| – | – | 7.69% | 2 |
|
|
2021
Q1 | $22.7M | Hold |
920,478
| – | – | 8.12% | 2 |
|
|
2020
Q4 | $33.7M | Sell |
920,478
-11,000
| -1% | -$403K | 12.07% | 1 |
|
|
2020
Q3 | $20.2M | Sell |
931,478
-107,906
| -10% | -$2.34M | 8.48% | 2 |
|
|
2020
Q2 | $13.5M | Buy |
1,039,384
+44,000
| +4% | +$571K | 5.91% | 3 |
|
|
2020
Q1 | $8.03M | Buy |
995,384
+529,766
| +114% | +$4.28M | 4.43% | 3 |
|
|
2019
Q4 | $5.08M | Buy |
+465,618
| New | +$5.08M | 2.25% | 6 |
|
|
2019
Q3 | – | Sell |
-65,000
| Closed | -$1.77M | – | 180 |
|
|
2019
Q2 | $1.77M | Buy |
+65,000
| New | +$1.77M | 0.83% | 31 |
|