Laurel Wealth Advisors (North Carolina)’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-600
| Closed | -$47.5K | – | 414 |
|
|
2025
Q4 | $47.5K | Buy |
+600
| New | +$45.2K | 0.01% | 328 |
|
|
2025
Q2 | – | Sell |
-600
| Closed | -$18.1K | – | 425 |
|
|
2025
Q1 | $18.1K | Hold |
600
| – | – | ﹤0.01% | 421 |
|
|
2024
Q4 | $21K | Hold |
600
| – | – | ﹤0.01% | 410 |
|
|
2024
Q3 | $24K | Hold |
600
| – | – | ﹤0.01% | 389 |
|
|
2024
Q2 | $28.6K | Hold |
600
| – | – | 0.01% | 344 |
|
|
2024
Q1 | $26K | Hold |
600
| – | – | ﹤0.01% | 360 |
|
|
2023
Q4 | $30.4K | Hold |
600
| – | – | 0.01% | 324 |
|
|
2023
Q3 | $27.2K | Hold |
600
| – | – | 0.01% | 333 |
|
|
2023
Q2 | $24.6K | Hold |
600
| – | – | ﹤0.01% | 347 |
|
|
2023
Q1 | $21.4K | Hold |
600
| – | – | ﹤0.01% | 357 |
|
|
2022
Q4 | $22.7K | Hold |
600
| – | – | 0.01% | 320 |
|
|
2022
Q3 | $27K | Hold |
600
| – | – | 0.01% | 309 |
|
|
2022
Q2 | $22K | Hold |
600
| – | – | 0.01% | 326 |
|
|
2022
Q1 | $22K | Hold |
600
| – | – | ﹤0.01% | 334 |
|
|
2021
Q4 | $18K | Hold |
600
| – | – | ﹤0.01% | 357 |
|
|
2021
Q3 | $20K | Hold |
600
| – | – | ﹤0.01% | 340 |
|
|
2021
Q2 | $24K | Hold |
600
| – | – | 0.01% | 361 |
|
|
2021
Q1 | $27K | Hold |
600
| – | – | 0.01% | 322 |
|
|
2020
Q4 | $34K | Hold |
600
| – | – | 0.01% | 290 |
|
|
2020
Q3 | $28K | Hold |
600
| – | – | 0.01% | 286 |
|
|
2020
Q2 | $35K | Hold |
600
| – | – | 0.01% | 265 |
|
|
2020
Q1 | $28K | Hold |
600
| – | – | 0.01% | 265 |
|
|
2019
Q4 | $36K | Sell |
600
-200
| -25% | -$11.9K | 0.01% | 276 |
|
|
2019
Q3 | $48K | Hold |
800
| – | – | 0.02% | 241 |
|
|
2019
Q2 | $51K | Hold |
800
| – | – | 0.02% | 233 |
|
|
2019
Q1 | $65K | Hold |
800
| – | – | 0.02% | 213 |
|
|
2018
Q4 | $43K | Buy |
+800
| New | +$40.8K | 0.02% | 224 |
|
Other funds holding IONS
VPM
VCM