JWM
Jupiter Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $430K | Hold |
7,500
| – | – | 0.22% | 63 |
|
2025
Q1 | $290K | Hold |
7,500
| – | – | 0.18% | 59 |
|
2024
Q4 | $295K | Hold |
7,500
| – | – | 0.15% | 76 |
|
2024
Q3 | $352K | Hold |
7,500
| – | – | 0.18% | 71 |
|
2024
Q2 | $430K | Hold |
7,500
| – | – | 0.23% | 66 |
|
2024
Q1 | $400K | Hold |
7,500
| – | – | 0.21% | 66 |
|
2023
Q4 | $470K | Hold |
7,500
| – | – | 0.28% | 64 |
|
2023
Q3 | $399K | Hold |
7,500
| – | – | 0.26% | 61 |
|
2023
Q2 | $421K | Hold |
7,500
| – | – | 0.36% | 50 |
|
2023
Q1 | $339K | Hold |
7,500
| – | – | 0.31% | 47 |
|
2022
Q4 | $304K | Hold |
7,500
| – | – | 0.29% | 45 |
|
2022
Q3 | $490K | Hold |
7,500
| – | – | 0.49% | 41 |
|
2022
Q2 | $455K | Hold |
7,500
| – | – | 0.41% | 44 |
|
2022
Q1 | $470K | Hold |
7,500
| – | – | 0.29% | 61 |
|
2021
Q4 | $568K | Sell |
7,500
-4,000
| -35% | -$303K | 0.29% | 57 |
|
2021
Q3 | $1.01M | Sell |
11,500
-1,000
| -8% | -$87.6K | 0.47% | 49 |
|
2021
Q2 | $1.71M | Hold |
12,500
| – | – | 0.82% | 35 |
|
2021
Q1 | $1.65M | Sell |
12,500
-500
| -4% | -$65.9K | 0.83% | 33 |
|
2020
Q4 | $1.99M | Hold |
13,000
| – | – | 1.22% | 26 |
|
2020
Q3 | $1.09M | Sell |
13,000
-4,551
| -26% | -$381K | 0.77% | 33 |
|
2020
Q2 | $1.67M | Hold |
17,551
| – | – | 0.84% | 32 |
|
2020
Q1 | $851K | Buy |
17,551
+35
| +0.2% | +$1.7K | 0.5% | 35 |
|
2019
Q4 | $1.05M | Sell |
17,516
-26
| -0.1% | -$1.55K | 0.51% | 36 |
|
2019
Q3 | $719K | Sell |
17,542
-30
| -0.2% | -$1.23K | 0.38% | 41 |
|
2019
Q2 | $865K | Buy |
17,572
+151
| +0.9% | +$7.43K | 0.43% | 39 |
|
2019
Q1 | $632K | Buy |
+17,421
| New | +$632K | 0.3% | 44 |
|