Current Value of Holding

$96.1M

Shares

7.94M

% of Portfolio

0.64%

Average Buy Price

$15.5

Avg closing price
Price range

26 Cathie Wood Personalis Trades

Cathie Wood's position in Personalis is currently worth $96.1M. That's 0.64% of their equity portfolio (40th largest holding). The investor owns 9.49% of the outstanding Personalis stock. The first Personalis trade was made in Q4 2019. Since then Cathie Wood bought shares sixteen more times and sold shares on nine occasions. The investor's estimated purchase price is $123M, resulting in a loss of 22%.

Avg closing price
Price range
Increased shares by 0.8% (+65k shares) Q1 2026
Avg closing price $8.99
Price range $6.24 - $11.25
Sold 0.4% shares (-31.1k shares) Q4 2025
Avg closing price $8.78
Price range $6.77 - $11.21
Increased shares by 11.3% (+802k shares) Q3 2025
Avg closing price $5.70
Price range $4.40 - $7.50
Sold 1.1% shares (-80.3k shares) Q2 2025
Avg closing price $4.65
Price range $3.00 - $6.58
Increased shares by 6.1% (+413k shares) Q1 2025
Avg closing price $4.78
Price range $3.42 - $6.64
Sold 4.4% shares (-310k shares) Q4 2024
Avg closing price $4.71
Price range $3.38 - $6.80
Increased shares by 11.4% (+724k shares) Q3 2024
Avg closing price $4.09
Price range $1.19 - $6.34
Increased shares by 4.9% (+296k shares) Q2 2024
Avg closing price $1.37
Price range $1.17 - $1.65
Sold 9.1% shares (-606k shares) Q1 2024
Avg closing price $1.55
Price range $1.15 - $2.19
Increased shares by 16.6% (+952k shares) Q4 2023
Avg closing price $1.29
Price range $0.93 - $2.35
Sold 0.3% shares (-16.7k shares) Q3 2023
Avg closing price $1.79
Price range $1.19 - $2.36
Sold 0.8% shares (-44.2k shares) Q2 2023
Avg closing price $2.26
Price range $1.80 - $3.19
Increased shares by 5.1% (+280k shares) Q1 2023
Avg closing price $2.81
Price range $2.01 - $4.17
Increased shares by 1.0% (+53.9k shares) Q4 2022
Avg closing price $2.52
Price range $1.78 - $3.64
Increased shares by 1.8% (+98.7k shares) Q3 2022
Avg closing price $3.81
Price range $2.89 - $5.38
Increased shares by 3.1% (+163k shares) Q2 2022
Avg closing price $5.09
Price range $3.27 - $8.76
Increased shares by 6.1% (+297k shares) Q1 2022
Avg closing price $10.35
Price range $7.56 - $14.30
Sold 5.4% shares (-277k shares) Q4 2021
Avg closing price $16.67
Price range $12.24 - $21.25
Increased shares by 4.5% (+223k shares) Q3 2021
Avg closing price $20.91
Price range $16.69 - $26.05
Sold 13.4% shares (-764k shares) Q2 2021
Avg closing price $22.88
Price range $18.15 - $27.75

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