IFP Advisors’s Orchestra BioMed OBIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Sell |
85,358
-76,563
| -47% | -$205K | 0.01% | 1206 |
|
|
2025
Q1 | $693K | Buy |
161,921
+83,481
| +106% | +$357K | 0.02% | 658 |
|
|
2024
Q4 | $314K | Sell |
78,440
-749
| -0.9% | -$3K | 0.01% | 921 |
|
|
2024
Q3 | $407K | Buy |
79,189
+4,081
| +5% | +$21K | 0.01% | 772 |
|
|
2024
Q2 | $612K | Buy |
75,108
+15,986
| +27% | +$130K | 0.02% | 592 |
|
|
2024
Q1 | $312K | Buy |
59,122
+54,992
| +1,332% | +$290K | 0.01% | 784 |
|
|
2023
Q4 | $37.7K | Hold |
4,130
| – | – | ﹤0.01% | 1654 |
|
|
2023
Q3 | $36K | Hold |
4,130
| – | – | ﹤0.01% | 1691 |
|
|
2023
Q2 | $28.9K | Sell |
4,130
-808
| -16% | -$5.66K | ﹤0.01% | 1845 |
|
|
2023
Q1 | $56.6K | Buy |
+4,938
| New | +$56.6K | ﹤0.01% | 1516 |
|