Aureus Asset Management’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
$339K Hold
2025
Q1
$253K Sell
2024
Q4
$337K Hold
2024
Q3
$266K Hold
2024
Q2
$234K Hold
2024
Q1
$213K Buy
2023
Q3
Sell
2023
Q2
$216K Hold
2023
Q1
$215K Buy
2022
Q1
Sell
2021
Q4
$220K Buy
2021
Q2
Sell
2021
Q1
$202K Buy