Carson Wealth (CWM LLC)’s Intellia Therapeutics NTLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172K | Buy |
18,331
+3,419
| +23% | +$32.1K | ﹤0.01% | 2303 |
|
|
2025
Q1 | $106K | Buy |
14,912
+13,427
| +904% | +$95.4K | ﹤0.01% | 2380 |
|
|
2024
Q4 | $17K | Buy |
1,485
+532
| +56% | +$6.09K | ﹤0.01% | 3543 |
|
|
2024
Q3 | $20K | Buy |
953
+213
| +29% | +$4.47K | ﹤0.01% | 3357 |
|
|
2024
Q2 | $17K | Sell |
740
-86
| -10% | -$1.98K | ﹤0.01% | 3226 |
|
|
2024
Q1 | $23K | Sell |
826
-233
| -22% | -$6.49K | ﹤0.01% | 2800 |
|
|
2023
Q4 | $32K | Buy |
1,059
+337
| +47% | +$10.2K | ﹤0.01% | 2472 |
|
|
2023
Q3 | $23K | Buy |
722
+44
| +6% | +$1.4K | ﹤0.01% | 2604 |
|
|
2023
Q2 | $28K | Sell |
678
-65
| -9% | -$2.68K | ﹤0.01% | 2409 |
|
|
2023
Q1 | $28K | Buy |
743
+26
| +4% | +$980 | ﹤0.01% | 2269 |
|
|
2022
Q4 | $25K | Buy |
717
+684
| +2,073% | +$23.8K | ﹤0.01% | 2208 |
|
|
2022
Q3 | $2K | Sell |
33
-101
| -75% | -$6.12K | ﹤0.01% | 3499 |
|
|
2022
Q2 | $7K | Sell |
134
-61
| -31% | -$3.19K | ﹤0.01% | 2810 |
|
|
2022
Q1 | $14K | Buy |
195
+188
| +2,686% | +$13.5K | ﹤0.01% | 2299 |
|
|
2021
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 3329 |
|