Valeo Financial Advisors’s CRISPR Therapeutics CRSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
+4,245
| New | +$206K | 0.01% | 695 |
|
|
2025
Q1 | – | Sell |
-6,358
| Closed | -$250K | – | 683 |
|
|
2024
Q4 | $250K | Sell |
6,358
-1,175
| -16% | -$46.2K | 0.01% | 581 |
|
|
2024
Q3 | $354K | Sell |
7,533
-150
| -2% | -$7.05K | 0.01% | 490 |
|
|
2024
Q2 | $415K | Sell |
7,683
-1,696
| -18% | -$91.6K | 0.01% | 439 |
|
|
2024
Q1 | $522K | Sell |
9,379
-497
| -5% | -$27.7K | 0.02% | 367 |
|
|
2023
Q4 | $618K | Sell |
9,876
-550
| -5% | -$34.4K | 0.03% | 307 |
|
|
2023
Q3 | $473K | Buy |
10,426
+3,430
| +49% | +$156K | 0.02% | 347 |
|
|
2023
Q2 | $393K | Sell |
6,996
-2,362
| -25% | -$133K | 0.02% | 363 |
|
|
2023
Q1 | $423K | Buy |
9,358
+2,313
| +33% | +$105K | 0.02% | 365 |
|
|
2022
Q4 | $286K | Buy |
7,045
+298
| +4% | +$12.1K | 0.02% | 398 |
|
|
2022
Q3 | $441K | Sell |
6,747
-2,800
| -29% | -$183K | 0.03% | 276 |
|
|
2022
Q2 | $580K | Buy |
9,547
+638
| +7% | +$38.8K | 0.04% | 233 |
|
|
2022
Q1 | $559K | Buy |
8,909
+1,451
| +19% | +$91K | 0.03% | 291 |
|
|
2021
Q4 | $565K | Buy |
7,458
+1,420
| +24% | +$108K | 0.03% | 275 |
|
|
2021
Q3 | $676K | Buy |
6,038
+382
| +7% | +$42.8K | 0.04% | 229 |
|
|
2021
Q2 | $916K | Sell |
5,656
-5
| -0.1% | -$810 | 0.06% | 165 |
|
|
2021
Q1 | $690K | Buy |
5,661
+1,924
| +51% | +$235K | 0.03% | 219 |
|
|
2020
Q4 | $572K | Sell |
3,737
-165
| -4% | -$25.3K | 0.03% | 228 |
|
|
2020
Q3 | $326K | Buy |
3,902
+33
| +0.9% | +$2.76K | 0.03% | 236 |
|
|
2020
Q2 | $284K | Buy |
3,869
+3,066
| +382% | +$225K | 0.03% | 257 |
|
|
2020
Q1 | $37K | Buy |
803
+53
| +7% | +$2.44K | ﹤0.01% | 670 |
|
|
2019
Q4 | $46K | Buy |
750
+110
| +17% | +$6.75K | ﹤0.01% | 673 |
|
|
2019
Q3 | $26K | Sell |
640
-85
| -12% | -$3.45K | ﹤0.01% | 765 |
|
|
2019
Q2 | $34K | Hold |
725
| – | – | ﹤0.01% | 697 |
|
|
2019
Q1 | $26K | Buy |
725
+302
| +71% | +$10.8K | ﹤0.01% | 696 |
|
|
2018
Q4 | $12K | Buy |
423
+44
| +12% | +$1.25K | ﹤0.01% | 821 |
|
|
2018
Q3 | $12K | Buy |
379
+294
| +346% | +$9.31K | ﹤0.01% | 899 |
|
|
2018
Q2 | $4K | Sell |
85
-20
| -19% | -$941 | ﹤0.01% | 1178 |
|
|
2018
Q1 | $5K | Sell |
105
-25
| -19% | -$1.19K | ﹤0.01% | 1118 |
|
|
2017
Q4 | $3K | Buy |
130
+60
| +86% | +$1.39K | ﹤0.01% | 1102 |
|
|
2017
Q3 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 1077 |
|