Wealth Effects’s ImmunityBio IBRX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $322K | Buy |
122,000
+23,500
| +24% | +$62K | 0.12% | 141 |
|
2025
Q1 | $296K | Buy |
98,500
+24,800
| +34% | +$74.6K | 0.12% | 136 |
|
2024
Q4 | $189K | Sell |
73,700
-16,800
| -19% | -$43K | 0.07% | 197 |
|
2024
Q3 | $337K | Buy |
90,500
+3,000
| +3% | +$11.2K | 0.12% | 149 |
|
2024
Q2 | $553K | Buy |
87,500
+22,000
| +34% | +$139K | 0.2% | 96 |
|
2024
Q1 | $352K | Buy |
65,500
+6,000
| +10% | +$32.2K | 0.13% | 135 |
|
2023
Q4 | $299K | Buy |
59,500
+6,000
| +11% | +$30.1K | 0.11% | 155 |
|
2023
Q3 | $90.4K | Sell |
53,500
-17,500
| -25% | -$29.6K | 0.04% | 185 |
|
2023
Q2 | $197K | Buy |
71,000
+42,500
| +149% | +$118K | 0.09% | 176 |
|
2023
Q1 | $51.9K | Hold |
28,500
| – | – | 0.03% | 194 |
|
2022
Q4 | $144K | Hold |
28,500
| – | – | 0.08% | 176 |
|
2022
Q3 | $142K | Buy |
28,500
+12,500
| +78% | +$62.3K | 0.09% | 168 |
|
2022
Q2 | $60K | Buy |
16,000
+5,000
| +45% | +$18.8K | 0.04% | 181 |
|
2022
Q1 | $62K | Buy |
+11,000
| New | +$62K | 0.03% | 198 |
|