LPL Financial’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 | $600K | Buy |
63,953
+9,249
| +17% | +$86.8K | ﹤0.01% | 4167 |
|
2025
Q1 | $389K | Buy |
54,704
+663
| +1% | +$4.71K | ﹤0.01% | 4308 |
|
2024
Q4 | $630K | Sell |
54,041
-2,554
| -5% | -$29.8K | ﹤0.01% | 3841 |
|
2024
Q3 | $1.16M | Sell |
56,595
-731
| -1% | -$15K | ﹤0.01% | 3210 |
|
2024
Q2 | $1.28M | Buy |
57,326
+5,735
| +11% | +$128K | ﹤0.01% | 2982 |
|
2024
Q1 | $1.42M | Buy |
51,591
+5,055
| +11% | +$139K | ﹤0.01% | 2842 |
|
2023
Q4 | $1.42M | Buy |
46,536
+1,738
| +4% | +$53K | ﹤0.01% | 2706 |
|
2023
Q3 | $1.42M | Buy |
44,798
+219
| +0.5% | +$6.93K | ﹤0.01% | 2588 |
|
2023
Q2 | $1.82M | Buy |
44,579
+5,998
| +16% | +$245K | ﹤0.01% | 2325 |
|
2023
Q1 | $1.44M | Buy |
38,581
+2,590
| +7% | +$96.5K | ﹤0.01% | 2441 |
|
2022
Q4 | $1.26M | Sell |
35,991
-3,776
| -9% | -$132K | ﹤0.01% | 2459 |
|
2022
Q3 | $2.23M | Sell |
39,767
-2,056
| -5% | -$115K | ﹤0.01% | 1895 |
|
2022
Q2 | $2.17M | Buy |
41,823
+912
| +2% | +$47.2K | ﹤0.01% | 1960 |
|
2022
Q1 | $2.97M | Sell |
40,911
-3,732
| -8% | -$271K | ﹤0.01% | 1758 |
|
2021
Q4 | $5.28M | Buy |
44,643
+891
| +2% | +$105K | ﹤0.01% | 1425 |
|
2021
Q3 | $5.87M | Buy |
43,752
+1,817
| +4% | +$244K | 0.01% | 1289 |
|
2021
Q2 | $6.79M | Sell |
41,935
-11,826
| -22% | -$1.91M | 0.01% | 1137 |
|
2021
Q1 | $4.32M | Buy |
53,761
+10,454
| +24% | +$839K | 0.01% | 1322 |
|
2020
Q4 | $2.36M | Buy |
43,307
+12,460
| +40% | +$678K | ﹤0.01% | 1566 |
|
2020
Q3 | $613K | Buy |
30,847
+4,406
| +17% | +$87.6K | ﹤0.01% | 2299 |
|
2020
Q2 | $556K | Buy |
26,441
+14,409
| +120% | +$303K | ﹤0.01% | 2285 |
|
2020
Q1 | $147K | Buy |
+12,032
| New | +$147K | ﹤0.01% | 2893 |
|