Allworth Financial’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.2K | Buy |
740
+517
| +232% | +$20.4K | ﹤0.01% | 2263 |
|
|
2025
Q1 | $6.6K | Sell |
223
-632
| -74% | -$18.7K | ﹤0.01% | 2610 |
|
|
2024
Q4 | $27.8K | Buy |
855
+25
| +3% | +$813 | ﹤0.01% | 1891 |
|
|
2024
Q3 | $33.3K | Buy |
830
+21
| +3% | +$841 | ﹤0.01% | 1592 |
|
|
2024
Q2 | $38.7K | Buy |
809
+13
| +2% | +$622 | ﹤0.01% | 1492 |
|
|
2024
Q1 | $34.5K | Buy |
796
+20
| +3% | +$867 | ﹤0.01% | 1469 |
|
|
2023
Q4 | $39.3K | Sell |
776
-125
| -14% | -$6.32K | ﹤0.01% | 1291 |
|
|
2023
Q3 | $40.9K | Buy |
901
+42
| +5% | +$1.91K | ﹤0.01% | 1194 |
|
|
2023
Q2 | $35.2K | Buy |
859
+66
| +8% | +$2.71K | ﹤0.01% | 1252 |
|
|
2023
Q1 | $28.3K | Sell |
793
-4
| -0.5% | -$143 | ﹤0.01% | 1281 |
|
|
2022
Q4 | $30.1K | Hold |
797
| – | – | ﹤0.01% | 1200 |
|
|
2022
Q3 | $35K | Buy |
797
+58
| +8% | +$2.55K | ﹤0.01% | 1087 |
|
|
2022
Q2 | $27K | Hold |
739
| – | – | ﹤0.01% | 1112 |
|
|
2022
Q1 | $27K | Buy |
739
+8
| +1% | +$292 | ﹤0.01% | 1126 |
|
|
2021
Q4 | $22K | Buy |
731
+714
| +4,200% | +$21.5K | ﹤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% | -$412 | ﹤0.01% | 1106 |
|
|
2020
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 1147 |
|
|
2019
Q4 | $1K | Buy |
24
+17
| +243% | +$708 | ﹤0.01% | 991 |
|
|
2019
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 982 |
|
|
2019
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 989 |
|
|
2019
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 901 |
|
|
2018
Q2 | – | Sell |
-29
| Closed | -$1K | – | 979 |
|
|
2018
Q1 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 763 |
|