EP Wealth Advisors’s Arrowhead Research ARWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $609K | Buy |
+38,524
| New | +$609K | ﹤0.01% | 708 |
|
|
2024
Q3 | – | Sell |
-8,844
| Closed | -$230K | – | 1182 |
|
|
2024
Q2 | $230K | Buy |
8,844
+25
| +0.3% | +$650 | ﹤0.01% | 725 |
|
|
2024
Q1 | $252K | Buy |
8,819
+319
| +4% | +$9.12K | ﹤0.01% | 676 |
|
|
2023
Q4 | $260K | Hold |
8,500
| – | – | ﹤0.01% | 660 |
|
|
2023
Q3 | $228K | Buy |
8,500
+7,607
| +852% | +$204K | ﹤0.01% | 628 |
|
|
2023
Q2 | $307K | Sell |
893
-7,607
| -89% | -$2.61M | ﹤0.01% | 560 |
|
|
2023
Q1 | $216K | Hold |
8,500
| – | – | ﹤0.01% | 559 |
|
|
2022
Q4 | $345K | Buy |
+8,500
| New | +$345K | 0.01% | 440 |
|