Spire Wealth Management’s Intellia Therapeutics NTLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$116K	Buy	9,036 +4,971	+122%	+$63.3K	﹤0.01%	934
2025 Q4	$36.5K	Buy	+4,065	New	+$56K	﹤0.01%	1275
2024 Q4	–	Sell	-2,100	Closed	-$43.2K	–	2505
2024 Q3	$43.2K	Hold	2,100	–	–	﹤0.01%	1175
2024 Q2	$47K	Hold	2,100	–	–	﹤0.01%	1145
2024 Q1	$57.8K	Sell	2,100 -1,789	-46%	-$49.7K	﹤0.01%	1166
2023 Q4	$99.4K	Buy	3,889 +3,789	+3,789%	+$109K	﹤0.01%	1000
2023 Q3	$3.16K	Hold	100	–	–	﹤0.01%	2042
2023 Q2	$4.08K	Hold	100	–	–	﹤0.01%	2050
2023 Q1	$3.73K	Hold	100	–	–	﹤0.01%	2105
2022 Q4	$3K	Hold	100	–	–	﹤0.01%	1979
2022 Q3	$6K	Hold	100	–	–	﹤0.01%	1708
2022 Q2	$5K	Hold	100	–	–	﹤0.01%	2138
2022 Q1	$7K	Sell	100 -50	-33%	-$4.24K	﹤0.01%	2156
2021 Q4	$18K	Sell	150 -300	-67%	-$37.6K	﹤0.01%	2158
2021 Q3	$60K	Buy	450 +250	+125%	+$37.9K	﹤0.01%	1403
2021 Q2	$38K	Hold	200	–	–	﹤0.01%	1600
2021 Q1	$16K	Buy	+200	New	+$13.4K	﹤0.01%	2242