WE
Wealth Effects’s Arrowhead Research ARWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Sell |
165,650
-4,900
| -3% | -$77.4K | 0.98% | 16 |
|
|
2025
Q1 | $2.17M | Buy |
170,550
+14,675
| +9% | +$187K | 0.91% | 21 |
|
|
2024
Q4 | $2.93M | Sell |
155,875
-4,150
| -3% | -$78K | 1.04% | 13 |
|
|
2024
Q3 | $3.1M | Buy |
160,025
+425
| +0.3% | +$8.23K | 1.09% | 14 |
|
|
2024
Q2 | $4.15M | Sell |
159,600
-4,860
| -3% | -$126K | 1.5% | 11 |
|
|
2024
Q1 | $4.7M | Buy |
164,460
+2,610
| +2% | +$74.6K | 1.74% | 11 |
|
|
2023
Q4 | $4.95M | Sell |
161,850
-2,900
| -2% | -$88.7K | 1.86% | 10 |
|
|
2023
Q3 | $4.43M | Buy |
164,750
+700
| +0.4% | +$18.8K | 2.19% | 7 |
|
|
2023
Q2 | $5.85M | Buy |
164,050
+7,240
| +5% | +$258K | 2.57% | 6 |
|
|
2023
Q1 | $3.98M | Buy |
156,810
+1,190
| +0.8% | +$30.2K | 2.04% | 8 |
|
|
2022
Q4 | $6.31M | Sell |
155,620
-1,000
| -0.6% | -$40.6K | 3.6% | 3 |
|
|
2022
Q3 | $5.18M | Buy |
156,620
+3,000
| +2% | +$99.1K | 3.17% | 4 |
|
|
2022
Q2 | $5.41M | Buy |
153,620
+3,400
| +2% | +$120K | 3.26% | 5 |
|
|
2022
Q1 | $6.91M | Buy |
150,220
+4,260
| +3% | +$196K | 3.22% | 5 |
|
|
2021
Q4 | $9.68M | Buy |
+145,960
| New | +$9.68M | 4.02% | 4 |
|