Lpl Financial LLC Personalis, Inc. Transaction History

Lpl Financial LLC

$320 Billion
Q3 2025

A detailed history of Lpl Financial LLC transactions in Personalis, Inc. stock. As of the latest transaction made, Lpl Financial LLC holds 134,092 shares of PSNL stock, worth $1.05 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

134,092

Previous 139,390 3.8%

Holding current value

$1.05 Million

Previous $914,000 9.19%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$4.38 - $7.51 $23,205 - $39,787	-5,298 Reduced 3.8%	134,092 $830,000
Q2 2025 Aug 12, 2025	SELL	$3.0 - $6.57 $25,575 - $56,009	-8,525 Reduced 5.76%	139,390 $914,000
Q1 2025 May 07, 2025	BUY	$3.51 - $6.64 $14,040 - $26,560	4,000 Added 2.78%	147,915 $519,000
Q4 2024 Feb 11, 2025	SELL	$3.38 - $6.26 $22,892 - $42,398	-6,773 Reduced 4.49%	143,915 $831,000
Q3 2024 Nov 08, 2024	SELL	$1.19 - $6.34 $48,242 - $257,023	-40,540 Reduced 21.2%	150,688 $810,000

Q2 2024 Aug 07, 2024	SELL	$1.17 - $1.65 $23,166 - $32,670	-19,800 Reduced 9.38%	191,228 $223,000
Q1 2024 May 10, 2024	BUY	$1.15 - $2.19 $20,786 - $39,584	18,075 Added 9.37%	211,028 $314,000
Q4 2023 Feb 14, 2024	SELL	$0.93 - $2.35 $1,102 - $2,787	-1,186 Reduced 0.61%	192,953 $405,000
Q3 2023 Nov 13, 2023	SELL	$1.19 - $2.36 $7,665 - $15,203	-6,442 Reduced 3.21%	194,139 $234,000
Q2 2023 Jul 31, 2023	BUY	$1.8 - $3.19 $30,940 - $54,832	17,189 Added 9.37%	200,581 $377,000
Q1 2023 May 10, 2023	BUY	$2.01 - $4.17 $91,539 - $189,910	45,542 Added 33.04%	183,392 $506,000
Q4 2022 Feb 07, 2023	BUY	$1.78 - $3.64 $103,263 - $211,167	58,013 Added 72.66%	137,850 $272,000
Q3 2022 Nov 14, 2022	BUY	$2.89 - $5.32 $65,363 - $120,322	22,617 Added 39.53%	79,837 $237,000
Q2 2022 Aug 12, 2022	BUY	$3.27 - $8.76 $131,892 - $353,325	40,334 Added 238.86%	57,220 $197,000
Q1 2022 May 16, 2022	BUY	$7.56 - $14.3 $127,658 - $241,469	16,886 New	16,886 $138,000

Others Institutions Holding PSNL

# of Institutions

115

Shares Held

40.3M

Call Options Held

61K

Put Options Held

92.4K

View Full List

About Personalis, Inc.

Ticker PSNL
Exchange NASDAQ
Sector Healthcare
Industry Diagnostics & Research
Shares Outstandng 45,918,400
Market Cap $359M
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...

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Lpl Financial LLC Personalis, Inc. Transaction History