Clearstead Advisors’s ImmunityBio IBRX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$653K Buy
247,495
+11,295
+5% +$29.8K 0.01% 533
2025
Q1
$711K Buy
236,200
+20,000
+9% +$60.2K 0.01% 487
2024
Q4
$553K Buy
216,200
+10,200
+5% +$26.1K 0.01% 551
2024
Q3
$766K Buy
206,000
+17,500
+9% +$65.1K 0.01% 476
2024
Q2
$1.19M Buy
+188,500
New +$1.19M 0.02% 354