AllSquare Wealth Management’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13K | Hold |
198
| – | – | 0.01% | 362 |
|
|
2025
Q2 | $7.82K | Hold |
198
| – | – | ﹤0.01% | 399 |
|
|
2025
Q1 | $5.97K | Hold |
198
| – | – | ﹤0.01% | 416 |
|
|
2024
Q4 | $6.92K | Hold |
198
| – | – | ﹤0.01% | 412 |
|
|
2024
Q3 | $7.93K | Hold |
198
| – | – | ﹤0.01% | 403 |
|
|
2024
Q2 | $9.44K | Hold |
198
| – | – | 0.01% | 382 |
|
|
2024
Q1 | $8.58K | Hold |
198
| – | – | 0.01% | 388 |
|
|
2023
Q4 | $10K | Hold |
198
| – | – | 0.01% | 369 |
|
|
2023
Q3 | $8.98K | Hold |
198
| – | – | 0.01% | 375 |
|
|
2023
Q2 | $8.03K | Hold |
198
| – | – | 0.01% | 402 |
|
|
2023
Q1 | $7.08K | Hold |
198
| – | – | ﹤0.01% | 409 |
|
|
2022
Q4 | $7.48K | Hold |
198
| – | – | 0.01% | 388 |
|
|
2022
Q3 | $9K | Hold |
198
| – | – | 0.01% | 369 |
|
|
2022
Q2 | $7K | Hold |
198
| – | – | ﹤0.01% | 400 |
|
|
2022
Q1 | $7K | Hold |
198
| – | – | ﹤0.01% | 405 |
|
|
2021
Q4 | $6K | Hold |
198
| – | – | ﹤0.01% | 417 |
|
|
2021
Q3 | $7K | Hold |
198
| – | – | ﹤0.01% | 396 |
|
|
2021
Q2 | $8K | Hold |
198
| – | – | ﹤0.01% | 406 |
|
|
2021
Q1 | $9K | Hold |
198
| – | – | 0.01% | 394 |
|
|
2020
Q4 | $11K | Hold |
198
| – | – | 0.01% | 341 |
|
|
2020
Q3 | $9K | Hold |
198
| – | – | 0.01% | 343 |
|
|
2020
Q2 | $12K | Hold |
198
| – | – | 0.01% | 313 |
|
|
2020
Q1 | $9K | Hold |
198
| – | – | 0.01% | 318 |
|
|
2019
Q4 | $12K | Hold |
198
| – | – | 0.01% | 306 |
|
|
2019
Q3 | $12K | Hold |
198
| – | – | 0.01% | 304 |
|
|
2019
Q2 | $13K | Hold |
198
| – | – | 0.01% | 309 |
|
|
2019
Q1 | $16K | Hold |
198
| – | – | 0.01% | 276 |
|
|
2018
Q4 | $11K | Hold |
198
| – | – | 0.01% | 298 |
|
|
2018
Q3 | $10K | Hold |
198
| – | – | 0.01% | 342 |
|
|
2018
Q2 | $8K | Buy |
+198
| New | +$8.78K | 0.01% | 359 |
|
|
2017
Q2 | – | Sell |
-100
| Closed | -$4K | – | 281 |
|
|
2017
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 310 |
|
|
2016
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 277 |
|
|
2016
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 271 |
|
|
2016
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 276 |
|
|
2016
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 258 |
|
|
2015
Q4 | $6K | Hold |
100
| – | – | 0.01% | 232 |
|
|
2015
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 266 |
|
|
2015
Q2 | $6K | Hold |
100
| – | – | 0.01% | 265 |
|
|
2015
Q1 | $6K | Hold |
100
| – | – | 0.01% | 264 |
|
|
2014
Q4 | $6K | Buy |
+100
| New | +$4.93K | 0.01% | 260 |
|
Other funds holding IONS
BG
DTC
AllSquare Wealth Management's IONS Position: Q3 2025 in Review
AllSquare Wealth Management held its Ionis Pharmaceuticals (IONS) position steady in Q3 2025 at 198 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #362.
AllSquare Wealth Management first reported a position in IONS in Q4 2014 and has held it in 40 quarters since. The position peaked at $16K in Q1 2019. 435 funds tracked by Wall St. Rank hold IONS as of Q3 2025.
- AllSquare Wealth Management held 198 shares of Ionis Pharmaceuticals worth $13K as of Q3 2025.
- AllSquare Wealth Management left its Ionis Pharmaceuticals share count unchanged in Q3 2025.
- Ionis Pharmaceuticals made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #362 holding.
- AllSquare Wealth Management first reported a position in Ionis Pharmaceuticals in Q4 2014 and has held it in 40 quarters since.
- AllSquare Wealth Management's Ionis Pharmaceuticals position peaked at $16K in Q1 2019.
- 435 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.