Alta Wealth Advisors LLC SOPH Holdings History
Number of Shares
1.41 Mil
Current Holdings Value*
$4.68 Mil
% of Portfolio
2.15%
Total Estimate Gain
$-1.92 Mil
% of Total Estimate Gain
-26.72%
Alta Wealth Advisors LLC's Sophia Genetics SA Holding Summary
As of 2025-03-31, Alta Wealth Advisors LLC held 1.41 Mil shares of Sophia Genetics SA(SOPH), totaling $4.68 Mil. This investment constitutes 2.15% of their stock portfolio, and Alta Wealth Advisors LLC now holds 2.11% of the outstanding Sophia Genetics SA(SOPH) stock.
The initial trade took place in 2022Q2. And since then Alta Wealth Advisors LLC has made 1 purchases of SOPH, at an average price of $5.11, for a total of 1.41 Mil shares. Based on historical transaction data and SOPH's current price of $3.74, Alta Wealth Advisors LLC's estimated gain on his SOPH holdings is $-1.92 Mil, reflecting a -26.72% gain to date.
Alta Wealth Advisors LLC SOPH ($3.74) Holding Chart
Alta Wealth Advisors LLC SOPH ($3.74) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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