Arkadios Wealth Advisors’s CRISPR Therapeutics CRSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Sell |
10,615
-623
| -6% | -$30.3K | 0.02% | 813 |
|
|
2025
Q1 | $382K | Sell |
11,238
-923
| -8% | -$31.4K | 0.01% | 807 |
|
|
2024
Q4 | $479K | Buy |
12,161
+866
| +8% | +$34.1K | 0.03% | 560 |
|
|
2024
Q3 | $531K | Buy |
11,295
+524
| +5% | +$24.6K | 0.03% | 519 |
|
|
2024
Q2 | $582K | Sell |
10,771
-96
| -0.9% | -$5.19K | 0.04% | 423 |
|
|
2024
Q1 | $741K | Sell |
10,867
-158
| -1% | -$10.8K | 0.06% | 301 |
|
|
2023
Q4 | $690K | Sell |
11,025
-235
| -2% | -$14.7K | 0.06% | 295 |
|
|
2023
Q3 | $511K | Buy |
11,260
+130
| +1% | +$5.9K | 0.05% | 335 |
|
|
2023
Q2 | $625K | Sell |
11,130
-558
| -5% | -$31.3K | 0.07% | 259 |
|
|
2023
Q1 | $529K | Sell |
11,688
-44
| -0.4% | -$1.99K | 0.06% | 289 |
|
|
2022
Q4 | $477K | Sell |
11,732
-1,302
| -10% | -$52.9K | 0.06% | 292 |
|
|
2022
Q3 | $852K | Sell |
13,034
-216
| -2% | -$14.1K | 0.13% | 183 |
|
|
2022
Q2 | $805K | Buy |
13,250
+26
| +0.2% | +$1.58K | 0.12% | 202 |
|
|
2022
Q1 | $830K | Buy |
13,224
+404
| +3% | +$25.4K | 0.11% | 214 |
|
|
2021
Q4 | $971K | Buy |
12,820
+12,650
| +7,441% | +$958K | 0.13% | 182 |
|
|
2021
Q3 | $19K | Hold |
170
| – | – | ﹤0.01% | 1228 |
|
|
2021
Q2 | $27K | Buy |
+170
| New | +$27K | ﹤0.01% | 1156 |
|
|
2021
Q1 | – | Sell |
-34
| Closed | -$5K | – | 1654 |
|
|
2020
Q4 | $5K | Buy |
34
+14
| +70% | +$2.06K | ﹤0.01% | 1109 |
|
|
2020
Q3 | $2.2K | Hold |
20
| – | – | ﹤0.01% | 933 |
|
|
2020
Q2 | $1.82K | Hold |
20
| – | – | ﹤0.01% | 874 |
|
|
2020
Q1 | $848 | Buy |
+20
| New | +$848 | ﹤0.01% | 979 |
|