Atlanta Capital Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $300M | Buy |
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|
2022
Q2 | $270M | Sell |
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|
2022
Q1 | $285M | Buy |
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|
2021
Q4 | $350M | Sell |
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|
2021
Q3 | $330M | Sell |
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|
2021
Q2 | $352M | Sell |
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|
2021
Q1 | $337M | Sell |
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|
2020
Q4 | $353M | Sell |
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|
2020
Q3 | $345M | Sell |
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|
2020
Q2 | $317M | Buy |
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|
2020
Q1 | $272M | Buy |
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|
2019
Q4 | $312M | Buy |
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|
2019
Q3 | $292M | Sell |
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|
2019
Q2 | $337M | Buy |
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|
2019
Q1 | $294M | Buy |
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|
2018
Q4 | $244M | Sell |
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|
2018
Q3 | $441M | Sell |
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|
2018
Q2 | $411M | Sell |
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|
2018
Q1 | $453M | Sell |
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|
2017
Q4 | $422M | Sell |
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|
2017
Q3 | $394M | Sell |
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|
2017
Q2 | $380M | Sell |
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|
2017
Q1 | $349M | Buy |
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|
2016
Q4 | $324M | Sell |
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|
2016
Q3 | $343M | Sell |
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|
2016
Q2 | $310M | Sell |
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|
2016
Q1 | $314M | Sell |
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|
2015
Q4 | $295M | Sell |
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|
2015
Q3 | $286M | Buy |
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|
2015
Q2 | $238M | Buy |
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|
2015
Q1 | $190M | Buy |
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|
2014
Q4 | $194M | Sell |
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|
2014
Q3 | $181M | Sell |
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|
2014
Q2 | $203M | Buy |
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|
2014
Q1 | $183M | Sell |
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|
2013
Q4 | $189M | Sell |
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|
2013
Q3 | $171M | Sell |
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|
2013
Q2 | $144M | Buy |
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