AWM
Axxcess Wealth Management’s Intellia Therapeutics NTLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Buy |
15,977
+247
| +2% | +$2.32K | ﹤0.01% | 856 |
|
|
2025
Q1 | $112K | Sell |
15,730
-1,072
| -6% | -$7.62K | ﹤0.01% | 831 |
|
|
2024
Q4 | $196K | Sell |
16,802
-3,413
| -17% | -$39.8K | ﹤0.01% | 821 |
|
|
2024
Q3 | $415K | Buy |
20,215
+1,044
| +5% | +$21.5K | 0.01% | 596 |
|
|
2024
Q2 | $429K | Buy |
19,171
+2,569
| +15% | +$57.5K | 0.01% | 558 |
|
|
2024
Q1 | $457K | Buy |
16,602
+1,010
| +6% | +$27.8K | 0.01% | 556 |
|
|
2023
Q4 | $475K | Buy |
15,592
+594
| +4% | +$18.1K | 0.01% | 526 |
|
|
2023
Q3 | $474K | Sell |
14,998
-293
| -2% | -$9.27K | 0.02% | 490 |
|
|
2023
Q2 | $624K | Buy |
15,291
+439
| +3% | +$17.9K | 0.05% | 298 |
|
|
2023
Q1 | $554K | Buy |
14,852
+678
| +5% | +$25.3K | 0.04% | 351 |
|
|
2022
Q4 | $495K | Sell |
14,174
-3,928
| -22% | -$137K | 0.04% | 360 |
|
|
2022
Q3 | $1.01M | Sell |
18,102
-1,183
| -6% | -$66.2K | 0.1% | 187 |
|
|
2022
Q2 | $998K | Sell |
19,285
-77
| -0.4% | -$3.99K | 0.09% | 185 |
|
|
2022
Q1 | $1.41M | Sell |
19,362
-4,739
| -20% | -$344K | 0.11% | 153 |
|
|
2021
Q4 | $2.85M | Buy |
+24,101
| New | +$2.85M | 0.21% | 87 |
|