Dimensional Fund Advisors’s Inovio Pharmaceuticals INO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.4K | Hold |
40,456
| – | – | ﹤0.01% | 3199 |
|
|
2025
Q1 | $66.1K | Sell |
40,456
-38,623
| -49% | -$63.1K | ﹤0.01% | 3240 |
|
|
2024
Q4 | $145K | Sell |
79,079
-51,431
| -39% | -$94.1K | ﹤0.01% | 3196 |
|
|
2024
Q3 | $754K | Buy |
130,510
+55,652
| +74% | +$322K | ﹤0.01% | 2956 |
|
|
2024
Q2 | $605K | Buy |
+74,858
| New | +$605K | ﹤0.01% | 2997 |
|
|
2024
Q1 | – | Sell |
-65,024
| Closed | -$33.2K | – | 3418 |
|
|
2023
Q4 | $33.2K | Hold |
65,024
| – | – | ﹤0.01% | 3372 |
|
|
2023
Q3 | $25.3K | Sell |
65,024
-7,887
| -11% | -$3.07K | ﹤0.01% | 3430 |
|
|
2023
Q2 | $32.6K | Sell |
72,911
-683,439
| -90% | -$305K | ﹤0.01% | 3430 |
|
|
2023
Q1 | $620K | Sell |
756,350
-187,935
| -20% | -$154K | ﹤0.01% | 2998 |
|
|
2022
Q4 | $1.47K | Buy |
944,285
+765,721
| +429% | +$1.2K | ﹤0.01% | 2807 |
|
|
2022
Q3 | $308K | Buy |
+178,564
| New | +$308K | ﹤0.01% | 3157 |
|
|
2022
Q2 | – | Sell |
-15,459
| Closed | -$55K | – | 3497 |
|
|
2022
Q1 | $55K | Sell |
15,459
-2,541
| -14% | -$9.04K | ﹤0.01% | 3452 |
|
|
2021
Q4 | $90K | Sell |
18,000
-13,301
| -42% | -$66.5K | ﹤0.01% | 3448 |
|
|
2021
Q3 | $224K | Buy |
31,301
+10,444
| +50% | +$74.7K | ﹤0.01% | 3332 |
|
|
2021
Q2 | $193K | Buy |
+20,857
| New | +$193K | ﹤0.01% | 3342 |
|
|
2020
Q4 | – | Sell |
-752,742
| Closed | -$8.73M | – | 3352 |
|
|
2020
Q3 | $8.73M | Sell |
752,742
-25,341
| -3% | -$294K | ﹤0.01% | 2251 |
|
|
2020
Q2 | $21M | Sell |
778,083
-10,251
| -1% | -$277K | 0.01% | 1852 |
|
|
2020
Q1 | $5.87M | Sell |
788,334
-295,174
| -27% | -$2.2M | ﹤0.01% | 2342 |
|
|
2019
Q4 | $3.58M | Sell |
1,083,508
-110,160
| -9% | -$364K | ﹤0.01% | 2706 |
|
|
2019
Q3 | $2.45M | Hold |
1,193,668
| – | – | ﹤0.01% | 2813 |
|
|
2019
Q2 | $3.51M | Sell |
1,193,668
-9,431
| -0.8% | -$27.7K | ﹤0.01% | 2750 |
|
|
2019
Q1 | $4.49M | Buy |
1,203,099
+465,137
| +63% | +$1.73M | ﹤0.01% | 2684 |
|
|
2018
Q4 | $2.95M | Buy |
737,962
+217,536
| +42% | +$870K | ﹤0.01% | 2749 |
|
|
2018
Q3 | $2.89M | Buy |
520,426
+425,188
| +446% | +$2.36M | ﹤0.01% | 2832 |
|
|
2018
Q2 | $373K | Hold |
95,238
| – | – | ﹤0.01% | 3168 |
|
|
2018
Q1 | $449K | Hold |
95,238
| – | – | ﹤0.01% | 3123 |
|
|
2017
Q4 | $393K | Buy |
+95,238
| New | +$393K | ﹤0.01% | 3125 |
|
|
2017
Q2 | – | Sell |
-15,863
| Closed | -$105K | – | 3318 |
|
|
2017
Q1 | $105K | Hold |
15,863
| – | – | ﹤0.01% | 3245 |
|
|
2016
Q4 | $110K | Sell |
15,863
-39,011
| -71% | -$271K | ﹤0.01% | 3233 |
|
|
2016
Q3 | $511K | Hold |
54,874
| – | – | ﹤0.01% | 3064 |
|
|
2016
Q2 | $507K | Sell |
54,874
-3,400
| -6% | -$31.4K | ﹤0.01% | 3046 |
|
|
2016
Q1 | $508K | Buy |
+58,274
| New | +$508K | ﹤0.01% | 3044 |
|
|
2014
Q2 | – | Sell |
-97,644
| Closed | -$325K | – | 3595 |
|
|
2014
Q1 | $325K | Hold |
97,644
| – | – | ﹤0.01% | 3248 |
|
|
2013
Q4 | $283K | Hold |
97,644
| – | – | ﹤0.01% | 3247 |
|
|
2013
Q3 | $202K | Sell |
97,644
-2,600
| -3% | -$5.38K | ﹤0.01% | 3318 |
|
|
2013
Q2 | $80K | Buy |
+100,244
| New | +$80K | ﹤0.01% | 3399 |
|