Wellington Shields & Co., LLC Personalis, Inc. Transaction History

Wellington Shields & Co., LLC

$341 Million
Q2 2025

A detailed history of Wellington Shields & Co., LLC transactions in Personalis, Inc. stock. As of the latest transaction made, Wellington Shields & Co., LLC holds 292,489 shares of PSNL stock, worth $1.34 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

292,489

Previous 292,489 -0.0%

Holding current value

$1.34 Million

Previous $1.03 Million 86.94%

% of portfolio

0.56%

Previous 0.33%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 07, 2024	SELL	$1.17 - $1.65 $1,881 - $2,653	-1,608 Reduced 0.55%	292,489 $342,000
Q1 2024 May 23, 2024	SELL	$1.15 - $2.19 $5,750 - $10,950	-5,000 Reduced 1.67%	294,097 $438,000
Q1 2024 May 03, 2024	SELL	$1.15 - $2.19 $229 - $438	-200 Reduced 0.07%	299,097 $445,000
Q4 2023 Feb 09, 2024	SELL	$0.93 - $2.35 $283,622 - $716,679	-304,970 Reduced 50.47%	299,297 $628,000
Q3 2023 Nov 14, 2023	SELL	$1.19 - $2.36 $15,641 - $31,019	-13,144 Reduced 2.13%	604,267 $731,000
Q2 2023 Aug 11, 2023	SELL	$1.8 - $3.19 $712,623 - $1.26 Million	-395,902 Reduced 39.07%	617,411 $1.16 Million
Q4 2022 Feb 14, 2023	BUY	$1.78 - $3.64 $154,765 - $316,487	86,947 Added 9.39%	1,013,313 $2.01 Million
Q2 2022 Aug 12, 2022	BUY	$3.27 - $8.76 $19,253 - $51,578	5,888 Added 0.64%	926,366 $3.2 Million
Q4 2020 Feb 09, 2021	SELL	$21.84 - $44.0 $240,240 - $484,000	-11,000 Reduced 1.18%	920,478 $33.7 Million
Q3 2020 Nov 10, 2020	SELL	$13.63 - $24.12 $1.47 Million - $2.6 Million	-107,906 Reduced 10.38%	931,478 $20.2 Million
Q2 2020 Aug 05, 2020	BUY	$7.65 - $14.11 $336,600 - $620,840	44,000 Added 4.42%	1,039,384 $13.5 Million
Q1 2020 May 07, 2020	BUY	$4.75 - $12.41 $2.52 Million - $6.57 Million	529,766 Added 113.78%	995,384 $8.03 Million
Q4 2019 Feb 11, 2020	BUY	$8.73 - $12.95 $4.06 Million - $6.03 Million	465,618 New	465,618 $5.08 Million
Q3 2019 Nov 05, 2019	SELL	$14.16 - $25.34 $920,400 - $1.65 Million	-65,000 Closed	0 $0
Q2 2019 Aug 08, 2019	BUY	$27.0 - $30.25 $1.76 Million - $1.97 Million	65,000 New	65,000 $1.77 Million

Others Institutions Holding PSNL

# of Institutions

119

Shares Held

36.1M

Call Options Held

24K

Put Options Held

98.2K

View Full List

About Personalis, Inc.

Ticker PSNL
Exchange NASDAQ
Sector Healthcare
Industry Diagnostics & Research
Shares Outstandng 45,918,400
Market Cap $210M
Description
Personalis, Inc. operates as a cancer genomics company worldwide. The company provides sequencing and data analysis services to support the development of cancer therapies and large-scale genetic research programs. It offers NeXT Platform, which provides data analysis for tumor and its immune microenvironment, from a single limited tissue or pla...

More about PSNL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wellington Shields & Co., LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wellington Shields & Co., LLC with notifications on news.

Account

Wellington Shields & Co., LLC Personalis, Inc. Transaction History