Creative Planning’s Intellia Therapeutics NTLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
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2025
Q1 | $208K | Buy |
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|
2024
Q4 | $247K | Buy |
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|
2024
Q3 | $258K | Buy |
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|
2024
Q2 | $276K | Sell |
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|
2024
Q1 | $479K | Buy |
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|
2023
Q4 | $274K | Buy |
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|
2023
Q3 | $6.8K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $16K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $243K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $777K | Sell |
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|
2019
Q4 | $1.23M | Buy |
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|
2019
Q3 | $1.11M | Sell |
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|
2019
Q2 | $1.38M | Buy |
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|
2019
Q1 | $1.33M | Buy |
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|
2018
Q4 | $1.06M | Sell |
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|
2018
Q3 | $2.23M | Sell |
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|
2018
Q2 | $2.14M | Buy |
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|
2018
Q1 | $1.03M | Buy |
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|
2017
Q4 | $931K | Buy |
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|
2017
Q3 | $284K | Buy |
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|
2017
Q2 | $48K | Hold |
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|
2017
Q1 | $42K | Buy |
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