IFWM
Institute for Wealth Management’s Viking Therapeutics VKTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Buy |
90,377
+40
| +0% | +$1.06K | 0.27% | 81 |
|
|
2025
Q1 | $2.18M | Buy |
90,337
+9,735
| +12% | +$235K | 0.28% | 82 |
|
|
2024
Q4 | $3.24M | Buy |
80,602
+44,365
| +122% | +$1.79M | 0.41% | 51 |
|
|
2024
Q3 | $2.29M | Buy |
36,237
+4,317
| +14% | +$273K | 0.29% | 78 |
|
|
2024
Q2 | $1.69M | Buy |
31,920
+23,340
| +272% | +$1.24M | 0.23% | 100 |
|
|
2024
Q1 | $704K | Sell |
8,580
-3,300
| -28% | -$271K | 0.09% | 221 |
|
|
2023
Q4 | $221K | Hold |
11,880
| – | – | 0.04% | 434 |
|
|
2023
Q3 | $132K | Sell |
11,880
-184
| -2% | -$2.04K | 0.02% | 440 |
|
|
2023
Q2 | $196K | Sell |
12,064
-211
| -2% | -$3.42K | 0.03% | 439 |
|
|
2023
Q1 | $204K | Hold |
12,275
| – | – | 0.04% | 425 |
|
|
2022
Q4 | $115K | Hold |
12,275
| – | – | 0.02% | 432 |
|
|
2022
Q3 | $33K | Hold |
12,275
| – | – | 0.01% | 446 |
|
|
2022
Q2 | $35K | Hold |
12,275
| – | – | 0.01% | 524 |
|
|
2022
Q1 | $37K | Hold |
12,275
| – | – | 0.01% | 532 |
|
|
2021
Q4 | $56K | Hold |
12,275
| – | – | 0.01% | 487 |
|
|
2021
Q3 | $77K | Sell |
12,275
-100
| -0.8% | -$627 | 0.01% | 471 |
|
|
2021
Q2 | $74K | Hold |
12,375
| – | – | 0.01% | 484 |
|
|
2021
Q1 | $78K | Hold |
12,375
| – | – | 0.01% | 460 |
|
|
2020
Q4 | $70K | Buy |
12,375
+211
| +2% | +$1.19K | 0.01% | 439 |
|
|
2020
Q3 | $71K | Buy |
12,164
+184
| +2% | +$1.07K | 0.02% | 410 |
|
|
2020
Q2 | $86K | Hold |
11,980
| – | – | 0.02% | 420 |
|
|
2020
Q1 | $56K | Hold |
11,980
| – | – | 0.02% | 391 |
|
|
2019
Q4 | $96K | Buy |
+11,980
| New | +$96K | 0.02% | 476 |
|