9258 Wealth Management’s Viking Therapeutics VKTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $838K | Buy |
13,239
+332
| +3% | +$21K | 0.12% | 137 |
|
|
2024
Q2 | $684K | Buy |
12,907
+528
| +4% | +$28K | 0.11% | 159 |
|
|
2024
Q1 | $1.02M | Buy |
12,379
+351
| +3% | +$28.8K | 0.16% | 120 |
|
|
2023
Q4 | $224K | Hold |
12,028
| – | – | 0.04% | 291 |
|
|
2023
Q3 | $133K | Buy |
12,028
+2,023
| +20% | +$22.4K | 0.03% | 314 |
|
|
2023
Q2 | $162K | Buy |
+10,005
| New | +$162K | 0.03% | 307 |
|
|
2022
Q1 | – | Sell |
-14,379
| Closed | -$66K | – | 387 |
|
|
2021
Q4 | $66K | Sell |
14,379
-4,193
| -23% | -$19.2K | 0.02% | 365 |
|
|
2021
Q3 | $117K | Sell |
18,572
-2,174
| -10% | -$13.7K | 0.03% | 340 |
|
|
2021
Q2 | $124K | Hold |
20,746
| – | – | 0.03% | 344 |
|
|
2021
Q1 | $131K | Buy |
+20,746
| New | +$131K | 0.04% | 322 |
|