Allworth Financial’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $39.2K | Sell |
522
-398
| -43% | -$31.4K | ﹤0.01% | 2507 |
|
|
2025
Q4 | $72.8K | Buy |
920
+80
| +10% | +$6.02K | ﹤0.01% | 1947 |
|
|
2025
Q3 | $55K | Buy |
840
+100
| +14% | +$4.88K | ﹤0.01% | 2039 |
|
|
2025
Q2 | $29.2K | Buy |
740
+517
| +232% | +$16.9K | ﹤0.01% | 2271 |
|
|
2025
Q1 | $6.59K | Sell |
223
-632
| -74% | -$20.7K | ﹤0.01% | 2617 |
|
|
2024
Q4 | $27.8K | Buy |
855
+25
| +3% | +$934 | ﹤0.01% | 1896 |
|
|
2024
Q3 | $33.3K | Buy |
830
+21
| +3% | +$977 | ﹤0.01% | 1594 |
|
|
2024
Q2 | $38.7K | Buy |
809
+13
| +2% | +$533 | ﹤0.01% | 1492 |
|
|
2024
Q1 | $34.5K | Buy |
796
+20
| +3% | +$953 | ﹤0.01% | 1469 |
|
|
2023
Q4 | $39.3K | Sell |
776
-125
| -14% | -$5.99K | ﹤0.01% | 1291 |
|
|
2023
Q3 | $40.9K | Buy |
901
+42
| +5% | +$1.73K | ﹤0.01% | 1194 |
|
|
2023
Q2 | $35.2K | Buy |
859
+66
| +8% | +$2.54K | ﹤0.01% | 1252 |
|
|
2023
Q1 | $28.3K | Sell |
793
-4
| -0.5% | -$150 | ﹤0.01% | 1281 |
|
|
2022
Q4 | $30.1K | Hold |
797
| – | – | ﹤0.01% | 1200 |
|
|
2022
Q3 | $35K | Buy |
797
+58
| +8% | +$2.44K | ﹤0.01% | 1087 |
|
|
2022
Q2 | $27K | Hold |
739
| – | – | ﹤0.01% | 1112 |
|
|
2022
Q1 | $27K | Buy |
739
+8
| +1% | +$262 | ﹤0.01% | 1126 |
|
|
2021
Q4 | $22K | Buy |
731
+714
| +4,200% | +$22.5K | ﹤0.01% | 1089 |
|
|
2021
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 1767 |
|
|
2021
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 1465 |
|
|
2021
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 1398 |
|
|
2020
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 1269 |
|
|
2020
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 1102 |
|
|
2020
Q2 | $1K | Sell |
17
-7
| -29% | -$389 | ﹤0.01% | 1106 |
|
|
2020
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 1147 |
|
|
2019
Q4 | $1K | Buy |
24
+17
| +243% | +$1.01K | ﹤0.01% | 991 |
|
|
2019
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 980 |
|
|
2019
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 987 |
|
|
2019
Q1 | $1K | Buy |
+7
| New | +$452 | ﹤0.01% | 901 |
|
|
2018
Q2 | – | Sell |
-29
| Closed | -$1K | – | 975 |
|
|
2018
Q1 | $1K | Buy |
+29
| New | +$1.47K | ﹤0.01% | 763 |
|
Other funds holding IONS
VPM
VCM
