Carson Wealth (CWM LLC)’s Intellia Therapeutics NTLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$576K	Buy	44,939 +22,049	+96%	+$281K	﹤0.01%	1911
2025 Q4	$206K	Buy	22,890 +3,703	+19%	+$51K	﹤0.01%	2552
2025 Q3	$331K	Buy	19,187 +856	+5%	+$10.5K	﹤0.01%	2045
2025 Q2	$172K	Buy	18,331 +3,419	+23%	+$28.1K	﹤0.01%	2305
2025 Q1	$106K	Buy	14,912 +13,427	+904%	+$136K	﹤0.01%	2382
2024 Q4	$17K	Buy	1,485 +532	+56%	+$8.3K	﹤0.01%	3545
2024 Q3	$20K	Buy	953 +213	+29%	+$4.91K	﹤0.01%	3359
2024 Q2	$17K	Sell	740 -86	-10%	-$2.05K	﹤0.01%	3228
2024 Q1	$23K	Sell	826 -233	-22%	-$6.47K	﹤0.01%	2802
2023 Q4	$32K	Buy	1,059 +337	+47%	+$9.69K	﹤0.01%	2474
2023 Q3	$23K	Buy	722 +44	+6%	+$1.71K	﹤0.01%	2605
2023 Q2	$28K	Sell	678 -65	-9%	-$2.64K	﹤0.01%	2412
2023 Q1	$28K	Buy	743 +26	+4%	+$1.02K	﹤0.01%	2271
2022 Q4	$25K	Buy	717 +684	+2,073%	+$32.5K	﹤0.01%	2210
2022 Q3	$2K	Sell	33 -101	-75%	-$6.27K	﹤0.01%	3506
2022 Q2	$7K	Sell	134 -61	-31%	-$3.1K	﹤0.01%	2814
2022 Q1	$14K	Buy	195 +188	+2,686%	+$15.9K	﹤0.01%	2303
2021 Q4	$1K	Buy	+7	New	+$877	﹤0.01%	3351