Nicola Wealth Management’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.44M | Hold |
87,000
| – | – | 0.32% | 58 |
|
|
2025
Q1 | $2.62M | Hold |
87,000
| – | – | 0.26% | 69 |
|
|
2024
Q4 | $4.37M | Hold |
87,000
| – | – | 0.41% | 60 |
|
|
2024
Q3 | $4.71M | Buy |
87,000
+13,000
| +18% | +$704K | 0.37% | 62 |
|
|
2024
Q2 | $4.83M | Buy |
74,000
+18,000
| +32% | +$1.17M | 0.43% | 57 |
|
|
2024
Q1 | $3.29M | Hold |
56,000
| – | – | 0.32% | 72 |
|
|
2023
Q4 | $3.75M | Buy |
56,000
+26,000
| +87% | +$1.74M | 0.39% | 65 |
|
|
2023
Q3 | $1.84M | Buy |
+30,000
| New | +$1.84M | 0.2% | 93 |
|