Perigon Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $891K | Buy |
18,312
+1,538
| +9% | +$74.8K | 0.02% | 502 |
|
2025
Q1 | $571K | Buy |
16,774
+17
| +0.1% | +$579 | 0.01% | 601 |
|
2024
Q4 | $675K | Buy |
16,757
+1,717
| +11% | +$69.2K | 0.02% | 555 |
|
2024
Q3 | $707K | Buy |
15,040
+388
| +3% | +$18.2K | 0.02% | 514 |
|
2024
Q2 | $791K | Sell |
14,652
-89
| -0.6% | -$4.81K | 0.02% | 427 |
|
2024
Q1 | $1M | Sell |
14,741
-177
| -1% | -$12.1K | 0.03% | 370 |
|
2023
Q4 | $934K | Buy |
14,918
+609
| +4% | +$38.1K | 0.03% | 355 |
|
2023
Q3 | $649K | Buy |
14,309
+2,925
| +26% | +$133K | 0.03% | 391 |
|
2023
Q2 | $639K | Sell |
11,384
-206
| -2% | -$11.6K | 0.03% | 395 |
|
2023
Q1 | $524K | Sell |
11,590
-358
| -3% | -$16.2K | 0.03% | 385 |
|
2022
Q4 | $486K | Sell |
11,948
-123
| -1% | -$5K | 0.03% | 394 |
|
2022
Q3 | $789K | Buy |
12,071
+186
| +2% | +$12.2K | 0.07% | 241 |
|
2022
Q2 | $722K | Buy |
11,885
+1,356
| +13% | +$82.4K | 0.06% | 261 |
|
2022
Q1 | $661K | Buy |
10,529
+1,866
| +22% | +$117K | 0.05% | 297 |
|
2021
Q4 | $656K | Buy |
8,663
+1,397
| +19% | +$106K | 0.05% | 283 |
|
2021
Q3 | $813K | Buy |
7,266
+450
| +7% | +$50.4K | 0.07% | 226 |
|
2021
Q2 | $1.1M | Buy |
6,816
+378
| +6% | +$61.2K | 0.1% | 178 |
|
2021
Q1 | $784K | Buy |
6,438
+830
| +15% | +$101K | 0.08% | 210 |
|
2020
Q4 | $859K | Buy |
5,608
+538
| +11% | +$82.4K | 0.1% | 160 |
|
2020
Q3 | $424K | Buy |
5,070
+143
| +3% | +$12K | 0.06% | 246 |
|
2020
Q2 | $362K | Sell |
4,927
-1,425
| -22% | -$105K | 0.06% | 237 |
|
2020
Q1 | $291K | Buy |
6,352
+1,721
| +37% | +$78.8K | 0.05% | 239 |
|
2019
Q4 | $278K | Buy |
+4,631
| New | +$278K | 0.06% | 209 |
|