Patriot Financial Group Insurance Agency’s Editas Medicine EDIT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $33K | Sell |
15,000
-5,500
| -27% | -$12.1K | ﹤0.01% | 523 |
|
2025
Q1 | $23.8K | Buy |
+20,500
| New | +$23.8K | ﹤0.01% | 486 |
|
2024
Q2 | – | Sell |
-43,863
| Closed | -$325K | – | 486 |
|
2024
Q1 | $325K | Buy |
+43,863
| New | +$325K | 0.05% | 344 |
|
2023
Q4 | – | Sell |
-11,106
| Closed | -$86.6K | – | 464 |
|
2023
Q3 | $86.6K | Sell |
11,106
-23
| -0.2% | -$179 | 0.02% | 442 |
|
2023
Q2 | $91.6K | Buy |
+11,129
| New | +$91.6K | 0.02% | 452 |
|
2022
Q3 | – | Sell |
-5,220
| Closed | -$62K | – | 834 |
|
2022
Q2 | $62K | Sell |
5,220
-2,110
| -29% | -$25.1K | 0.01% | 665 |
|
2022
Q1 | $139K | Sell |
7,330
-778
| -10% | -$14.8K | 0.02% | 489 |
|
2021
Q4 | $215K | Buy |
8,108
+748
| +10% | +$19.8K | 0.04% | 425 |
|
2021
Q3 | $302K | Sell |
7,360
-426
| -5% | -$17.5K | 0.05% | 337 |
|
2021
Q2 | $441K | Buy |
7,786
+1,315
| +20% | +$74.5K | 0.08% | 251 |
|
2021
Q1 | $272K | Buy |
6,471
+793
| +14% | +$33.3K | 0.06% | 310 |
|
2020
Q4 | $398K | Sell |
5,678
-3,160
| -36% | -$222K | 0.1% | 213 |
|
2020
Q3 | $248K | Buy |
8,838
+4,650
| +111% | +$130K | 0.08% | 229 |
|
2020
Q2 | $124K | Sell |
4,188
-3,744
| -47% | -$111K | 0.05% | 308 |
|
2020
Q1 | $157K | Buy |
7,932
+2,539
| +47% | +$50.3K | 0.07% | 251 |
|
2019
Q4 | $160K | Buy |
5,393
+1,764
| +49% | +$52.3K | 0.06% | 251 |
|
2019
Q3 | $83K | Sell |
3,629
-6,915
| -66% | -$158K | 0.04% | 345 |
|
2019
Q2 | $252K | Sell |
10,544
-1,115
| -10% | -$26.6K | 0.11% | 164 |
|
2019
Q1 | $285K | Sell |
11,659
-2,166
| -16% | -$52.9K | 0.15% | 129 |
|
2018
Q4 | $315K | Buy |
13,825
+1,322
| +11% | +$30.1K | 0.21% | 85 |
|
2018
Q3 | $398K | Buy |
12,503
+378
| +3% | +$12K | 0.24% | 65 |
|
2018
Q2 | $434K | Buy |
+12,125
| New | +$434K | 0.46% | 39 |
|