Geneos Wealth Management’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 | $5.49K | Buy |
+139
| New | +$5.49K | ﹤0.01% | 2548 |
|
|
2023
Q2 | – | Sell |
-400
| Closed | -$14.3K | – | 2094 |
|
|
2023
Q1 | $14.3K | Hold |
400
| – | – | ﹤0.01% | 1446 |
|
|
2022
Q4 | $15.1K | Hold |
400
| – | – | ﹤0.01% | 1416 |
|
|
2022
Q3 | $17K | Sell |
400
-3,035
| -88% | -$129K | ﹤0.01% | 1375 |
|
|
2022
Q2 | $130K | Sell |
3,435
-1,628
| -32% | -$61.6K | 0.01% | 908 |
|
|
2022
Q1 | $187K | Sell |
5,063
-3
| -0.1% | -$111 | 0.01% | 832 |
|
|
2021
Q4 | $154K | Buy |
5,066
+228
| +5% | +$6.93K | 0.01% | 983 |
|
|
2021
Q3 | $162K | Buy |
4,838
+134
| +3% | +$4.49K | 0.01% | 947 |
|
|
2021
Q2 | $187K | Sell |
4,704
-423
| -8% | -$16.8K | 0.01% | 877 |
|
|
2021
Q1 | $219K | Sell |
5,127
-612
| -11% | -$26.1K | 0.01% | 928 |
|
|
2020
Q4 | $242K | Buy |
+5,739
| New | +$242K | 0.01% | 765 |
|
|
2018
Q1 | – | Sell |
-100
| Closed | -$5K | – | 2206 |
|
|
2017
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 1816 |
|
|
2017
Q1 | – | Sell |
-480
| Closed | -$22K | – | 2101 |
|
|
2016
Q4 | $22K | Hold |
480
| – | – | ﹤0.01% | 1144 |
|
|
2016
Q3 | $17K | Hold |
480
| – | – | ﹤0.01% | 1188 |
|
|
2016
Q2 | $11K | Sell |
480
-84
| -15% | -$1.93K | ﹤0.01% | 1294 |
|
|
2016
Q1 | $23K | Buy |
+564
| New | +$23K | ﹤0.01% | 1045 |
|