Axxcess Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $562K | Buy |
11,550
+1,241
| +12% | +$60.4K | 0.01% | 559 |
|
2025
Q1 | $351K | Buy |
10,309
+393
| +4% | +$13.4K | 0.01% | 637 |
|
2024
Q4 | $390K | Sell |
9,916
-355
| -3% | -$14K | 0.01% | 603 |
|
2024
Q3 | $483K | Buy |
10,271
+330
| +3% | +$15.5K | 0.01% | 555 |
|
2024
Q2 | $537K | Sell |
9,941
-4
| -0% | -$216 | 0.01% | 510 |
|
2024
Q1 | $678K | Buy |
9,945
+905
| +10% | +$61.7K | 0.02% | 463 |
|
2023
Q4 | $566K | Buy |
9,040
+1,259
| +16% | +$78.8K | 0.02% | 480 |
|
2023
Q3 | $353K | Sell |
7,781
-1,122
| -13% | -$50.9K | 0.01% | 560 |
|
2023
Q2 | $500K | Sell |
8,903
-977
| -10% | -$54.8K | 0.04% | 350 |
|
2023
Q1 | $447K | Buy |
9,880
+546
| +6% | +$24.7K | 0.03% | 395 |
|
2022
Q4 | $379K | Sell |
9,334
-2,815
| -23% | -$114K | 0.03% | 406 |
|
2022
Q3 | $794K | Sell |
12,149
-1,929
| -14% | -$126K | 0.08% | 225 |
|
2022
Q2 | $856K | Buy |
14,078
+1,159
| +9% | +$70.5K | 0.08% | 211 |
|
2022
Q1 | $811K | Sell |
12,919
-3,068
| -19% | -$193K | 0.06% | 254 |
|
2021
Q4 | $1.21M | Buy |
+15,987
| New | +$1.21M | 0.09% | 179 |
|