Clearstead Advisors’s Ionis Pharmaceuticals IONS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$902	Sell	12 -3	-20%	-$237	﹤0.01%	2062
2025 Q4	$1.19K	Buy	15 +12	+400%	+$904	﹤0.01%	2209
2025 Q3	$197	Sell	3 -6,997	-100%	-$342K	﹤0.01%	2864
2025 Q2	$277K	Hold	7,000	–	–	﹤0.01%	795
2025 Q1	$211K	Sell	7,000 -185	-3%	-$6.06K	﹤0.01%	819
2024 Q4	$251K	Sell	7,185 -1,100	-13%	-$41.1K	﹤0.01%	784
2024 Q3	$332K	Hold	8,285	–	–	0.01%	687
2024 Q2	$395K	Buy	8,285 +7,790	+1,574%	+$320K	0.01%	596
2024 Q1	$19.2K	Hold	495	–	–	﹤0.01%	955
2023 Q4	$25K	Buy	495 +125	+34%	+$5.99K	﹤0.01%	901
2023 Q3	$16.8K	Buy	370 +185	+100%	+$7.63K	﹤0.01%	1047
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%	944
2022 Q3	$8K	Hold	185	–	–	﹤0.01%	916
2022 Q2	$7K	Hold	185	–	–	﹤0.01%	965
2022 Q1	$7K	Hold	185	–	–	﹤0.01%	1034
2021 Q4	$6K	Buy	+185	New	+$5.82K	﹤0.01%	976