IFP 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 | $241K | Sell |
14,866
-947
| -6% | -$15.3K | 0.01% | 1181 |
|
2025
Q1 | $201K | Sell |
15,813
-4,955
| -24% | -$63.1K | 0.01% | 1175 |
|
2024
Q4 | $390K | Sell |
20,768
-1,745
| -8% | -$32.8K | 0.01% | 828 |
|
2024
Q3 | $436K | Sell |
22,513
-2,500
| -10% | -$48.4K | 0.02% | 746 |
|
2024
Q2 | $650K | Hold |
25,013
| – | – | 0.03% | 572 |
|
2024
Q1 | $715K | Sell |
25,013
-1,300
| -5% | -$37.2K | 0.03% | 502 |
|
2023
Q4 | $805K | Hold |
26,313
| – | – | 0.04% | 443 |
|
2023
Q3 | $707K | Buy |
26,313
+3,411
| +15% | +$91.7K | 0.03% | 486 |
|
2023
Q2 | $817K | Sell |
22,902
-3,751
| -14% | -$134K | 0.03% | 487 |
|
2023
Q1 | $291K | Sell |
26,653
-2,764
| -9% | -$30.2K | 0.01% | 791 |
|
2022
Q4 | $330K | Buy |
29,417
+4,857
| +20% | +$54.5K | 0.01% | 1094 |
|
2022
Q3 | $277K | Buy |
24,560
+771
| +3% | +$8.7K | 0.01% | 1236 |
|
2022
Q2 | $267K | Hold |
23,789
| – | – | 0.01% | 1140 |
|
2022
Q1 | $267K | Buy |
23,789
+2,307
| +11% | +$25.9K | 0.01% | 1140 |
|
2021
Q4 | $1.42M | Buy |
21,482
+70
| +0.3% | +$4.64K | 0.03% | 326 |
|
2021
Q3 | $1.34M | Buy |
21,412
+517
| +2% | +$32.4K | 0.03% | 325 |
|
2021
Q2 | $1.73M | Buy |
20,895
+2,392
| +13% | +$199K | 0.04% | 273 |
|
2021
Q1 | $1.23M | Sell |
18,503
-95
| -0.5% | -$6.31K | 0.02% | 329 |
|
2020
Q4 | $1.43M | Sell |
18,598
-924
| -5% | -$70.9K | 0.06% | 268 |
|
2020
Q3 | $840K | Buy |
19,522
+933
| +5% | +$40.1K | 0.05% | 323 |
|
2020
Q2 | $794K | Buy |
18,589
+1,382
| +8% | +$59K | 0.06% | 317 |
|
2020
Q1 | $529K | Buy |
17,207
+3,910
| +29% | +$120K | 0.05% | 340 |
|
2019
Q4 | $864K | Sell |
13,297
-5,599
| -30% | -$364K | 0.06% | 316 |
|
2019
Q3 | $508K | Buy |
+18,896
| New | +$508K | 0.03% | 484 |
|
2019
Q1 | – | Sell |
-18,216
| Closed | -$217K | – | 2407 |
|
2018
Q4 | $217K | Buy |
18,216
+15,216
| +507% | +$181K | 0.01% | 829 |
|
2018
Q3 | $58K | Buy |
3,000
+1,500
| +100% | +$29K | ﹤0.01% | 1801 |
|
2018
Q2 | $20K | Buy |
+1,500
| New | +$20K | ﹤0.01% | 2426 |
|
2016
Q3 | – | Sell |
-1,900
| Closed | -$10K | – | 3878 |
|
2016
Q2 | $10K | Buy |
+1,900
| New | +$10K | ﹤0.01% | 2717 |
|
2016
Q1 | – | Sell |
-1,900
| Closed | -$12K | – | 2410 |
|
2015
Q4 | $12K | Buy |
+1,900
| New | +$12K | ﹤0.01% | 2448 |
|