Allworth Financial’s Intellia Therapeutics NTLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.12K | Buy |
972
+390
| +67% | +$3.66K | ﹤0.01% | 2933 |
|
2025
Q1 | $4.76K | Buy |
582
+426
| +273% | +$3.49K | ﹤0.01% | 2778 |
|
2024
Q4 | $1.72K | Buy |
156
+94
| +152% | +$1.04K | ﹤0.01% | 3201 |
|
2024
Q3 | $1.28K | Sell |
62
-76
| -55% | -$1.56K | ﹤0.01% | 3135 |
|
2024
Q2 | $3.46K | Sell |
138
-694
| -83% | -$17.4K | ﹤0.01% | 2682 |
|
2024
Q1 | $22.9K | Buy |
832
+139
| +20% | +$3.82K | ﹤0.01% | 1696 |
|
2023
Q4 | $21.1K | Buy |
693
+670
| +2,913% | +$20.4K | ﹤0.01% | 1623 |
|
2023
Q3 | $728 | Buy |
23
+4
| +21% | +$127 | ﹤0.01% | 2943 |
|
2023
Q2 | $775 | Sell |
19
-5
| -21% | -$204 | ﹤0.01% | 2806 |
|
2023
Q1 | $895 | Buy |
+24
| New | +$895 | ﹤0.01% | 2707 |
|
2022
Q4 | – | Sell |
-33
| Closed | -$2K | – | 3134 |
|
2022
Q3 | $2K | Buy |
33
+21
| +175% | +$1.27K | ﹤0.01% | 2186 |
|
2022
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 2207 |
|