Allworth Financial’s Intellia Therapeutics NTLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$46K	Buy	3,592 +1,858	+107%	+$23.7K	﹤0.01%	2382
2025 Q4	$15.6K	Buy	1,734 +750	+76%	+$10.3K	﹤0.01%	2970
2025 Q3	$17K	Buy	984 +12	+1%	+$148	﹤0.01%	2806
2025 Q2	$9.12K	Buy	972 +390	+67%	+$3.2K	﹤0.01%	2941
2025 Q1	$4.76K	Buy	582 +426	+273%	+$4.3K	﹤0.01%	2785
2024 Q4	$1.72K	Buy	156 +94	+152%	+$1.47K	﹤0.01%	3206
2024 Q3	$1.27K	Sell	62 -76	-55%	-$1.75K	﹤0.01%	3137
2024 Q2	$3.46K	Sell	138 -694	-83%	-$16.5K	﹤0.01%	2682
2024 Q1	$22.9K	Buy	832 +139	+20%	+$3.86K	﹤0.01%	1696
2023 Q4	$21.1K	Buy	693 +670	+2,913%	+$19.3K	﹤0.01%	1623
2023 Q3	$728	Buy	23 +4	+21%	+$155	﹤0.01%	2943
2023 Q2	$775	Sell	19 -5	-21%	-$203	﹤0.01%	2806
2023 Q1	$895	Buy	+24	New	+$941	﹤0.01%	2707
2022 Q4	–	Sell	-33	Closed	-$2K	–	3136
2022 Q3	$2K	Buy	33 +21	+175%	+$1.3K	﹤0.01%	2187
2022 Q2	$1K	Buy	+12	New	+$609	﹤0.01%	2207