Asset Management One’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
Q3 | $12.3M | Buy |
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|
2025
Q2 | $9.14M | Sell |
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|
2025
Q1 | $6.99M | Buy |
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|
2024
Q4 | $81.6K | Buy |
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|
2024
Q3 | $57K | Sell |
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|
2024
Q2 | $51.6K | Sell |
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|
2024
Q1 | $57.1K | Sell |
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|
2023
Q4 | $61.9K | Buy |
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|
2023
Q3 | $52.7K | Sell |
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|
2023
Q2 | $59.8K | Buy |
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|
2023
Q1 | $55.8K | Sell |
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|
2022
Q4 | $60.3K | Buy |
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|
2022
Q3 | $52K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $173K | Buy |
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