HCR Wealth Advisors’s Editas Medicine EDIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-17,000	Closed	-$34.9K	–	248
2025 Q4	$34.9K	Hold	17,000	–	–	﹤0.01%	254
2025 Q3	$66.1K	Hold	17,000	–	–	0.01%	242
2025 Q2	$37.4K	Hold	17,000	–	–	﹤0.01%	235
2025 Q1	$19.7K	Hold	17,000	–	–	﹤0.01%	230
2024 Q4	$21.6K	Hold	17,000	–	–	﹤0.01%	228
2024 Q3	$58K	Hold	17,000	–	–	0.01%	227
2024 Q2	$79.4K	Hold	17,000	–	–	0.01%	218
2024 Q1	$126K	Sell	17,000 -5,000	-23%	-$41.5K	0.02%	218
2023 Q4	$223K	Hold	22,000	–	–	0.04%	185
2023 Q3	$172K	Hold	22,000	–	–	0.04%	165
2023 Q2	$181K	Hold	22,000	–	–	0.03%	168
2023 Q1	$160K	Hold	22,000	–	–	0.03%	167
2022 Q4	$195K	Hold	22,000	–	–	0.04%	166
2022 Q3	$269K	Hold	22,000	–	–	0.06%	141
2022 Q2	$260K	Buy	22,000 +1,000	+5%	+$13.4K	0.05%	147
2022 Q1	$399K	Buy	21,000 +1,250	+6%	+$23.2K	0.07%	139
2021 Q4	$524K	Hold	19,750	–	–	0.08%	134
2021 Q3	$811K	Sell	19,750 -1,300	-6%	-$71.2K	0.14%	109
2021 Q2	$1.19M	Buy	21,050 +1,300	+7%	+$48K	0.21%	92
2021 Q1	$830K	Hold	19,750	–	–	0.16%	100
2020 Q4	$1.39M	Hold	19,750	–	–	0.29%	70
2020 Q3	$554K	Hold	19,750	–	–	0.13%	98
2020 Q2	$609K	Hold	19,750	–	–	0.14%	87
2020 Q1	$392K	Buy	+19,750	New	+$498K	0.11%	100