WJWM
PSNL icon

Williams Jones Wealth Management’s Personalis PSNL Stock Holding History

Williams Jones Wealth Management’s Portfolio PSNL Stock Details PSNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$880K Hold
134,072
– – 0.01% 267
2025
Q1 		$471K Hold
134,072
– – 0.01% 343
2024
Q4 		$775K Buy
134,072
+118,572
+765% +$685K 0.01% 276
2024
Q3 		$83.4K Buy
+15,500
New +$83.4K ﹤0.01% 519