Axxcess Wealth Management’s Intellia Therapeutics NTLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$150K Buy
2025
Q1
$112K Sell
2024
Q4
$196K Sell
2024
Q3
$415K Buy
2024
Q2
$429K Buy
2024
Q1
$457K Buy
2023
Q4
$475K Buy
2023
Q3
$474K Sell
2023
Q2
$624K Buy
2023
Q1
$554K Buy
2022
Q4
$495K Sell
2022
Q3
$1.01M Sell
2022
Q2
$998K Sell
2022
Q1
$1.41M Sell
2021
Q4
$2.85M Buy