Wells Fargo’s Personalis PSNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
38,459
+37,937
| +7,268% | +$249K | ﹤0.01% | 4248 |
|
|
2025
Q1 | $1.83K | Hold |
522
| – | – | ﹤0.01% | 5698 |
|
|
2024
Q4 | $3.02K | Buy |
522
+279
| +115% | +$1.61K | ﹤0.01% | 5635 |
|
|
2024
Q3 | $1.31K | Buy |
+243
| New | +$1.31K | ﹤0.01% | 5687 |
|
|
2024
Q2 | – | Sell |
-307
| Closed | -$457 | – | 6866 |
|
|
2024
Q1 | $457 | Buy |
307
+5
| +2% | +$7 | ﹤0.01% | 5904 |
|
|
2023
Q4 | $634 | Buy |
302
+19
| +7% | +$40 | ﹤0.01% | 5886 |
|
|
2023
Q3 | $342 | Buy |
283
+7
| +3% | +$8 | ﹤0.01% | 6066 |
|
|
2023
Q2 | $519 | Buy |
276
+15
| +6% | +$28 | ﹤0.01% | 6172 |
|
|
2023
Q1 | $720 | Buy |
261
+4
| +2% | +$11 | ﹤0.01% | 6151 |
|
|
2022
Q4 | $509 | Sell |
257
-4,939
| -95% | -$9.78K | ﹤0.01% | 6051 |
|
|
2022
Q3 | $15K | Buy |
5,196
+4,336
| +504% | +$12.5K | ﹤0.01% | 5198 |
|
|
2022
Q2 | $3K | Sell |
860
-10,243
| -92% | -$35.7K | ﹤0.01% | 5911 |
|
|
2022
Q1 | $91K | Sell |
11,103
-12,298
| -53% | -$101K | ﹤0.01% | 5053 |
|
|
2021
Q4 | $333K | Sell |
23,401
-20,416
| -47% | -$291K | ﹤0.01% | 4642 |
|
|
2021
Q3 | $843K | Sell |
43,817
-1,675
| -4% | -$32.2K | ﹤0.01% | 4112 |
|
|
2021
Q2 | $1.15M | Buy |
45,492
+22,446
| +97% | +$568K | ﹤0.01% | 3900 |
|
|
2021
Q1 | $568K | Sell |
23,046
-25,110
| -52% | -$619K | ﹤0.01% | 4323 |
|
|
2020
Q4 | $1.76M | Buy |
48,156
+7,609
| +19% | +$279K | ﹤0.01% | 3539 |
|
|
2020
Q3 | $879K | Sell |
40,547
-5,878
| -13% | -$127K | ﹤0.01% | 3873 |
|
|
2020
Q2 | $603K | Buy |
46,425
+15,578
| +51% | +$202K | ﹤0.01% | 4071 |
|
|
2020
Q1 | $249K | Buy |
30,847
+9,771
| +46% | +$78.9K | ﹤0.01% | 4388 |
|
|
2019
Q4 | $230K | Buy |
21,076
+10,966
| +108% | +$120K | ﹤0.01% | 4722 |
|
|
2019
Q3 | $148K | Buy |
10,110
+9,855
| +3,865% | +$144K | ﹤0.01% | 4928 |
|
|
2019
Q2 | $7K | Buy |
+255
| New | +$7K | ﹤0.01% | 5576 |
|