Jones Financial Companies’s Intellia Therapeutics NTLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $178K | Buy |
18,602
+7,190
| +63% | +$68.7K | ﹤0.01% | 1705 |
|
|
2025
Q1 | $92.1K | Buy |
11,412
+7,514
| +193% | +$60.6K | ﹤0.01% | 1806 |
|
|
2024
Q4 | $45.5K | Buy |
3,898
+2,280
| +141% | +$26.6K | ﹤0.01% | 1914 |
|
|
2024
Q3 | $34K | Buy |
1,618
+889
| +122% | +$18.7K | ﹤0.01% | 1778 |
|
|
2024
Q2 | $16.3K | Buy |
729
+694
| +1,983% | +$15.5K | ﹤0.01% | 1608 |
|
|
2024
Q1 | $963 | Buy |
+35
| New | +$963 | ﹤0.01% | 1309 |
|