Creative Planning’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 | $2.11M | Buy |
53,289
+17,167
| +48% | +$678K | ﹤0.01% | 1271 |
|
|
2025
Q1 | $1.09M | Sell |
36,122
-10,681
| -23% | -$322K | ﹤0.01% | 1648 |
|
|
2024
Q4 | $1.64M | Buy |
46,803
+18,421
| +65% | +$644K | ﹤0.01% | 1264 |
|
|
2024
Q3 | $1.14M | Buy |
28,382
+1,522
| +6% | +$61K | ﹤0.01% | 1423 |
|
|
2024
Q2 | $1.28M | Sell |
26,860
-145
| -0.5% | -$6.91K | ﹤0.01% | 1240 |
|
|
2024
Q1 | $1.17M | Buy |
27,005
+1,706
| +7% | +$74K | ﹤0.01% | 1229 |
|
|
2023
Q4 | $1.28M | Buy |
25,299
+3,727
| +17% | +$189K | ﹤0.01% | 1107 |
|
|
2023
Q3 | $979K | Buy |
21,572
+6,329
| +42% | +$287K | ﹤0.01% | 1167 |
|
|
2023
Q2 | $625K | Buy |
15,243
+1,611
| +12% | +$66.1K | ﹤0.01% | 1410 |
|
|
2023
Q1 | $487K | Buy |
13,632
+204
| +2% | +$7.29K | ﹤0.01% | 1480 |
|
|
2022
Q4 | $507K | Sell |
13,428
-464
| -3% | -$17.5K | ﹤0.01% | 1410 |
|
|
2022
Q3 | $614K | Buy |
13,892
+1,163
| +9% | +$51.4K | ﹤0.01% | 1194 |
|
|
2022
Q2 | $471K | Sell |
12,729
-29
| -0.2% | -$1.07K | ﹤0.01% | 1350 |
|
|
2022
Q1 | $472K | Sell |
12,758
-2,358
| -16% | -$87.2K | ﹤0.01% | 1349 |
|
|
2021
Q4 | $460K | Buy |
15,116
+201
| +1% | +$6.12K | ﹤0.01% | 1356 |
|
|
2021
Q3 | $500K | Buy |
14,915
+1,595
| +12% | +$53.5K | ﹤0.01% | 1291 |
|
|
2021
Q2 | $531K | Sell |
13,320
-30,859
| -70% | -$1.23M | ﹤0.01% | 1244 |
|
|
2021
Q1 | $1.99M | Buy |
44,179
+8,739
| +25% | +$393K | ﹤0.01% | 721 |
|
|
2020
Q4 | $2M | Sell |
35,440
-47
| -0.1% | -$2.66K | ﹤0.01% | 665 |
|
|
2020
Q3 | $1.68M | Buy |
35,487
+16,201
| +84% | +$769K | ﹤0.01% | 612 |
|
|
2020
Q2 | $1.14M | Buy |
19,286
+40
| +0.2% | +$2.36K | ﹤0.01% | 694 |
|
|
2020
Q1 | $910K | Sell |
19,246
-1,805
| -9% | -$85.3K | ﹤0.01% | 681 |
|
|
2019
Q4 | $1.27M | Sell |
21,051
-2,234
| -10% | -$135K | ﹤0.01% | 675 |
|
|
2019
Q3 | $1.4M | Buy |
23,285
+552
| +2% | +$33.1K | ﹤0.01% | 617 |
|
|
2019
Q2 | $1.46M | Buy |
22,733
+106
| +0.5% | +$6.81K | ﹤0.01% | 600 |
|
|
2019
Q1 | $1.84M | Sell |
22,627
-4,808
| -18% | -$390K | 0.01% | 491 |
|
|
2018
Q4 | $1.48M | Buy |
27,435
+817
| +3% | +$44.2K | 0.01% | 505 |
|
|
2018
Q3 | $1.37M | Buy |
26,618
+2,320
| +10% | +$120K | 0.01% | 614 |
|
|
2018
Q2 | $1.01M | Buy |
24,298
+611
| +3% | +$25.4K | ﹤0.01% | 736 |
|
|
2018
Q1 | $1.04M | Sell |
23,687
-1,679
| -7% | -$74K | ﹤0.01% | 711 |
|
|
2017
Q4 | $1.28M | Sell |
25,366
-137
| -0.5% | -$6.89K | 0.01% | 595 |
|
|
2017
Q3 | $1.29M | Sell |
25,503
-996
| -4% | -$50.5K | 0.01% | 599 |
|
|
2017
Q2 | $1.35M | Sell |
26,499
-357
| -1% | -$18.2K | 0.01% | 562 |
|
|
2017
Q1 | $1.08M | Buy |
26,856
+1,442
| +6% | +$58K | 0.01% | 634 |
|
|
2016
Q4 | $1.22M | Sell |
25,414
-801
| -3% | -$38.3K | 0.01% | 557 |
|
|
2016
Q3 | $961K | Sell |
26,215
-252
| -1% | -$9.24K | 0.01% | 607 |
|
|
2016
Q2 | $616K | Buy |
26,467
+5,991
| +29% | +$139K | ﹤0.01% | 688 |
|
|
2016
Q1 | $829K | Sell |
20,476
-2,217
| -10% | -$89.8K | 0.01% | 556 |
|
|
2015
Q4 | $1.41M | Buy |
22,693
+989
| +5% | +$61.2K | 0.01% | 401 |
|
|
2015
Q3 | $877K | Buy |
21,704
+3,018
| +16% | +$122K | 0.01% | 514 |
|
|
2015
Q2 | $1.08M | Buy |
18,686
+6,982
| +60% | +$402K | 0.01% | 445 |
|
|
2015
Q1 | $745K | Sell |
11,704
-8,050
| -41% | -$512K | 0.01% | 567 |
|
|
2014
Q4 | $1.22M | Buy |
19,754
+10,492
| +113% | +$648K | 0.01% | 390 |
|
|
2014
Q3 | $360K | Sell |
9,262
-11,396
| -55% | -$443K | ﹤0.01% | 784 |
|
|
2014
Q2 | $712K | Buy |
20,658
+14,790
| +252% | +$510K | 0.01% | 508 |
|
|
2014
Q1 | $254K | Buy |
5,868
+248
| +4% | +$10.7K | ﹤0.01% | 887 |
|
|
2013
Q4 | $224K | Buy |
5,620
+3,467
| +161% | +$138K | ﹤0.01% | 816 |
|
|
2013
Q3 | $81K | Buy |
2,153
+1,500
| +230% | +$56.4K | ﹤0.01% | 1244 |
|
|
2013
Q2 | $18K | Buy |
+653
| New | +$18K | ﹤0.01% | 1996 |
|