Carson Wealth (CWM LLC)’s Ionis Pharmaceuticals IONS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92K | Sell |
2,318
-117
| -5% | -$4.64K | ﹤0.01% | 2797 |
|
|
2025
Q1 | $73K | Buy |
2,435
+384
| +19% | +$11.5K | ﹤0.01% | 2673 |
|
|
2024
Q4 | $72K | Buy |
2,051
+310
| +18% | +$10.9K | ﹤0.01% | 2506 |
|
|
2024
Q3 | $70K | Sell |
1,741
-476
| -21% | -$19.1K | ﹤0.01% | 2436 |
|
|
2024
Q2 | $106K | Sell |
2,217
-11
| -0.5% | -$526 | ﹤0.01% | 1937 |
|
|
2024
Q1 | $97K | Buy |
2,228
+31
| +1% | +$1.35K | ﹤0.01% | 1897 |
|
|
2023
Q4 | $111K | Sell |
2,197
-9
| -0.4% | -$455 | ﹤0.01% | 1692 |
|
|
2023
Q3 | $100K | Sell |
2,206
-22
| -1% | -$997 | ﹤0.01% | 1631 |
|
|
2023
Q2 | $91K | Buy |
2,228
+306
| +16% | +$12.5K | ﹤0.01% | 1613 |
|
|
2023
Q1 | $69K | Buy |
1,922
+85
| +5% | +$3.05K | ﹤0.01% | 1690 |
|
|
2022
Q4 | $69K | Sell |
1,837
-126
| -6% | -$4.73K | ﹤0.01% | 1553 |
|
|
2022
Q3 | $87K | Buy |
1,963
+244
| +14% | +$10.8K | ﹤0.01% | 1395 |
|
|
2022
Q2 | $64K | Buy |
1,719
+165
| +11% | +$6.14K | ﹤0.01% | 1512 |
|
|
2022
Q1 | $58K | Buy |
1,554
+555
| +56% | +$20.7K | ﹤0.01% | 1535 |
|
|
2021
Q4 | $30K | Buy |
+999
| New | +$30K | ﹤0.01% | 1777 |
|
|
2021
Q2 | $28K | Hold |
690
| – | – | ﹤0.01% | 1641 |
|
|
2021
Q1 | $28K | Hold |
690
| – | – | ﹤0.01% | 1641 |
|
|
2020
Q4 | $28K | Hold |
690
| – | – | ﹤0.01% | 1641 |
|
|
2020
Q3 | $28K | Hold |
690
| – | – | ﹤0.01% | 1641 |
|
|
2020
Q2 | $28K | Hold |
690
| – | – | ﹤0.01% | 1641 |
|
|
2020
Q1 | $28K | Hold |
690
| – | – | ﹤0.01% | 1641 |
|
|
2019
Q4 | $28K | Hold |
690
| – | – | ﹤0.01% | 1641 |
|
|
2019
Q3 | $28K | Hold |
690
| – | – | ﹤0.01% | 1641 |
|
|
2019
Q2 | $28K | Hold |
690
| – | – | ﹤0.01% | 1641 |
|
|
2019
Q1 | $28K | Buy |
690
+566
| +456% | +$23K | ﹤0.01% | 1641 |
|
|
2018
Q4 | $7K | Sell |
124
-215
| -63% | -$12.1K | ﹤0.01% | 1438 |
|
|
2018
Q3 | $17K | Hold |
339
| – | – | ﹤0.01% | 991 |
|
|
2018
Q2 | $14K | Buy |
339
+21
| +7% | +$867 | ﹤0.01% | 909 |
|
|
2018
Q1 | $14K | Buy |
318
+62
| +24% | +$2.73K | ﹤0.01% | 777 |
|
|
2017
Q4 | $13K | Hold |
256
| – | – | ﹤0.01% | 816 |
|
|
2017
Q3 | $13K | Sell |
256
-2
| -0.8% | -$102 | ﹤0.01% | 827 |
|
|
2017
Q2 | $13K | Buy |
258
+88
| +52% | +$4.43K | ﹤0.01% | 723 |
|
|
2017
Q1 | $7K | Hold |
170
| – | – | ﹤0.01% | 819 |
|
|
2016
Q4 | $8K | Buy |
170
+168
| +8,400% | +$7.91K | ﹤0.01% | 769 |
|
|
2016
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1023 |
|
|
2016
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 823 |
|