Bogart Wealth LLC’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.66K | Buy |
118
+16
| +16% | +$632 | ﹤0.01% | 946 |
|
2025
Q1 | $3.08K | Buy |
102
+31
| +44% | +$935 | ﹤0.01% | 993 |
|
2024
Q4 | $2.48K | Hold |
71
| – | – | ﹤0.01% | 1054 |
|
2024
Q3 | $2.84K | Sell |
71
-14
| -16% | -$561 | ﹤0.01% | 920 |
|
2024
Q2 | $4.05K | Hold |
85
| – | – | ﹤0.01% | 828 |
|
2024
Q1 | $3.69K | Hold |
85
| – | – | ﹤0.01% | 824 |
|
2023
Q4 | $4.3K | Hold |
85
| – | – | ﹤0.01% | 780 |
|
2023
Q3 | $3.86K | Hold |
85
| – | – | ﹤0.01% | 781 |
|
2023
Q2 | $3.49K | Hold |
85
| – | – | ﹤0.01% | 793 |
|
2023
Q1 | $3.04K | Hold |
85
| – | – | ﹤0.01% | 835 |
|
2022
Q4 | $3.21K | Hold |
85
| – | – | ﹤0.01% | 740 |
|
2022
Q3 | $4K | Hold |
85
| – | – | ﹤0.01% | 724 |
|
2022
Q2 | $3K | Buy |
85
+55
| +183% | +$1.94K | ﹤0.01% | 724 |
|
2022
Q1 | $1K | Sell |
30
-70
| -70% | -$2.33K | ﹤0.01% | 737 |
|
2021
Q4 | $3K | Sell |
100
-25
| -20% | -$750 | ﹤0.01% | 615 |
|
2021
Q3 | $4K | Hold |
125
| – | – | ﹤0.01% | 563 |
|
2021
Q2 | $5K | Hold |
125
| – | – | ﹤0.01% | 517 |
|
2021
Q1 | $6K | Buy |
125
+100
| +400% | +$4.8K | ﹤0.01% | 458 |
|
2020
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 434 |
|