Advisor OS’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $829K | Sell |
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|
2025
Q1 | $752K | Sell |
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|
2024
Q4 | $893K | Sell |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1.3M | Sell |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $780K | Sell |
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|
2023
Q3 | $862K | Sell |
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|
2023
Q2 | $1.06M | Buy |
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|
2023
Q1 | $989K | Buy |
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|
2022
Q4 | $827K | Buy |
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|
2022
Q3 | $711K | Buy |
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|
2022
Q2 | $581K | Buy |
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|
2022
Q1 | $636K | Buy |
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|
2021
Q4 | $682K | Buy |
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|
2021
Q3 | $483K | Buy |
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|
2021
Q2 | $434K | Buy |
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|
2021
Q1 | $277K | Buy |
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