Clearstead Advisors’s Viking Therapeutics VKTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-114
| Closed | -$2.75K | – | 2888 |
|
|
2025
Q1 | $2.75K | Sell |
114
-6
| -5% | -$145 | ﹤0.01% | 1834 |
|
|
2024
Q4 | $4.83K | Sell |
120
-506
| -81% | -$20.4K | ﹤0.01% | 1721 |
|
|
2024
Q3 | $39.6K | Buy |
626
+220
| +54% | +$13.9K | ﹤0.01% | 1255 |
|
|
2024
Q2 | $21.5K | Buy |
406
+106
| +35% | +$5.62K | ﹤0.01% | 1359 |
|
|
2024
Q1 | $21.7K | Buy |
+300
| New | +$21.7K | ﹤0.01% | 935 |
|
|
2022
Q2 | – | Sell |
-30
| Closed | – | – | 1459 |
|
|
2022
Q1 | $0 | Hold |
30
| – | – | ﹤0.01% | 1460 |
|
|
2021
Q4 | $0 | Hold |
30
| – | – | ﹤0.01% | 1439 |
|
|
2021
Q3 | $0 | Hold |
30
| – | – | ﹤0.01% | 1397 |
|
|
2021
Q2 | $0 | Hold |
30
| – | – | ﹤0.01% | 1305 |
|
|
2021
Q1 | $0 | Hold |
30
| – | – | ﹤0.01% | 1186 |
|
|
2020
Q4 | $0 | Hold |
30
| – | – | ﹤0.01% | 1027 |
|
|
2020
Q3 | $0 | Buy |
+30
| New | – | ﹤0.01% | 931 |
|