Clearstead Advisors’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Hold |
7,000
| – | – | ﹤0.01% | 792 |
|
|
2025
Q1 | $211K | Sell |
7,000
-185
| -3% | -$5.58K | ﹤0.01% | 816 |
|
|
2024
Q4 | $251K | Sell |
7,185
-1,100
| -13% | -$38.5K | ﹤0.01% | 782 |
|
|
2024
Q3 | $332K | Hold |
8,285
| – | – | 0.01% | 686 |
|
|
2024
Q2 | $395K | Buy |
8,285
+7,790
| +1,574% | +$371K | 0.01% | 596 |
|
|
2024
Q1 | $19.2K | Hold |
495
| – | – | ﹤0.01% | 954 |
|
|
2023
Q4 | $25K | Buy |
495
+125
| +34% | +$6.32K | ﹤0.01% | 899 |
|
|
2023
Q3 | $16.8K | Buy |
370
+185
| +100% | +$8.39K | ﹤0.01% | 1046 |
|
|
2023
Q2 | $7.59K | Hold |
185
| – | – | ﹤0.01% | 1011 |
|
|
2023
Q1 | $6.61K | Hold |
185
| – | – | ﹤0.01% | 996 |
|
|
2022
Q4 | $6.99K | Hold |
185
| – | – | ﹤0.01% | 943 |
|
|
2022
Q3 | $8K | Hold |
185
| – | – | ﹤0.01% | 914 |
|
|
2022
Q2 | $7K | Hold |
185
| – | – | ﹤0.01% | 963 |
|
|
2022
Q1 | $7K | Hold |
185
| – | – | ﹤0.01% | 1032 |
|
|
2021
Q4 | $6K | Buy |
+185
| New | +$6K | ﹤0.01% | 972 |
|