EverSource Wealth Advisors’s Intellia Therapeutics NTLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.9K	Buy	694 +390	+128%	+$4.97K	﹤0.01%	2976
2025 Q4	$2.73K	Sell	304 -231	-43%	-$3.18K	﹤0.01%	3382
2025 Q3	$9.24K	Buy	535 +73	+16%	+$899	﹤0.01%	2866
2025 Q2	$4.33K	Buy	462 +57	+14%	+$468	﹤0.01%	3220
2025 Q1	$2.88K	Buy	405 +135	+50%	+$1.36K	﹤0.01%	2747
2024 Q4	$3.15K	Sell	270 -1,477	-85%	-$23.1K	﹤0.01%	2539
2024 Q3	$35.9K	Sell	1,747 -6	-0.3%	-$138	﹤0.01%	1208
2024 Q2	$45.9K	Buy	1,753 +1,550	+764%	+$36.9K	﹤0.01%	1126
2024 Q1	$4.34K	Buy	203 +1	+0.5%	+$28	﹤0.01%	2108
2023 Q4	$6.16K	Buy	202 +40	+25%	+$1.15K	﹤0.01%	1772
2023 Q3	$5.12K	Buy	162 +96	+145%	+$3.72K	﹤0.01%	1704
2023 Q2	$2.69K	Buy	+66	New	+$2.68K	﹤0.01%	1948
2022 Q2	–	Sell	-44	Closed	-$3K	–	1836
2022 Q1	$3K	Hold	44	–	–	﹤0.01%	1434
2021 Q4	$5K	Buy	+44	New	+$5.51K	﹤0.01%	1269