Kovitz Investment Group Partners’s Taysha Gene Therapies TSHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690K | Buy |
298,667
+5,889
| +2% | +$13.6K | ﹤0.01% | 879 |
|
|
2025
Q1 | $407K | Hold |
292,778
| – | – | ﹤0.01% | 961 |
|
|
2024
Q4 | $507K | Hold |
292,778
| – | – | ﹤0.01% | 880 |
|
|
2024
Q3 | $588K | Hold |
292,778
| – | – | ﹤0.01% | 725 |
|
|
2024
Q2 | $656K | Buy |
292,778
+15,000
| +5% | +$33.6K | 0.01% | 614 |
|
|
2024
Q1 | $797K | Hold |
277,778
| – | – | 0.01% | 441 |
|
|
2023
Q4 | $492K | Buy |
277,778
+252,778
| +1,011% | +$447K | 0.01% | 330 |
|
|
2023
Q3 | $79K | Buy |
25,000
+10,000
| +67% | +$31.6K | ﹤0.01% | 390 |
|
|
2023
Q2 | $9.92K | Hold |
15,000
| – | – | ﹤0.01% | 401 |
|
|
2023
Q1 | $12K | Hold |
15,000
| – | – | ﹤0.01% | 414 |
|
|
2022
Q4 | $34K | Buy |
+15,000
| New | +$34K | ﹤0.01% | 386 |
|
|
2020
Q4 | – | Sell |
-10,000
| Closed | -$224K | – | 407 |
|
|
2020
Q3 | $224K | Buy |
+10,000
| New | +$224K | 0.01% | 368 |
|