Bogart Wealth LLC’s Ionis Pharmaceuticals IONS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.24K	Sell	123 -5	-4%	-$395	﹤0.01%	924
2025 Q4	$10.1K	Buy	128 +10	+8%	+$753	﹤0.01%	863
2025 Q3	$7.72K	Hold	118	–	–	﹤0.01%	879
2025 Q2	$4.66K	Buy	118 +16	+16%	+$524	﹤0.01%	951
2025 Q1	$3.08K	Buy	102 +31	+44%	+$1.01K	﹤0.01%	1002
2024 Q4	$2.48K	Hold	71	–	–	﹤0.01%	1061
2024 Q3	$2.84K	Sell	71 -14	-16%	-$651	﹤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%	725
2022 Q2	$3K	Buy	85 +55	+183%	+$2.07K	﹤0.01%	725
2022 Q1	$1K	Sell	30 -70	-70%	-$2.29K	﹤0.01%	741
2021 Q4	$3K	Sell	100 -25	-20%	-$787	﹤0.01%	615
2021 Q3	$4K	Hold	125	–	–	﹤0.01%	563
2021 Q2	$5K	Hold	125	–	–	﹤0.01%	518
2021 Q1	$6K	Buy	125 +100	+400%	+$5.58K	﹤0.01%	458
2020 Q4	$1K	Buy	+25	New	+$1.25K	﹤0.01%	434