Institute for Wealth Management’s Viking Therapeutics VKTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.72M | Buy |
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|
2025
Q2 | $2.39M | Buy |
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|
2025
Q1 | $2.18M | Buy |
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|
2024
Q4 | $3.24M | Buy |
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|
2024
Q3 | $2.29M | Buy |
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|
2024
Q2 | $1.69M | Buy |
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|
2024
Q1 | $704K | Sell |
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|
2023
Q4 | $221K | Hold |
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|
2023
Q3 | $132K | Sell |
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|
2023
Q2 | $196K | Sell |
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|
2023
Q1 | $204K | Hold |
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|
2022
Q4 | $115K | Hold |
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|
2022
Q3 | $33K | Hold |
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|
2022
Q2 | $35K | Hold |
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|
2022
Q1 | $37K | Hold |
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|
2021
Q4 | $56K | Hold |
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|
2021
Q3 | $77K | Sell |
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|
2021
Q2 | $74K | Hold |
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|
2021
Q1 | $78K | Hold |
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|
2020
Q4 | $70K | Buy |
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|
2020
Q3 | $71K | Buy |
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|
2020
Q2 | $86K | Hold |
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|
2020
Q1 | $56K | Hold |
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|
2019
Q4 | $96K | Buy |
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