Baird Financial Group’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.05M | Buy |
109,207
+88,807
| +435% | +$4.92M | 0.01% | 659 |
|
|
2025
Q1 | $845K | Sell |
20,400
-7,648
| -27% | -$317K | ﹤0.01% | 1234 |
|
|
2024
Q4 | $1.24M | Sell |
28,048
-1,672
| -6% | -$73.8K | ﹤0.01% | 1111 |
|
|
2024
Q3 | $1.04M | Buy |
29,720
+148
| +0.5% | +$5.16K | ﹤0.01% | 1164 |
|
|
2024
Q2 | $906K | Buy |
29,572
+160
| +0.5% | +$4.9K | ﹤0.01% | 1200 |
|
|
2024
Q1 | $821K | Buy |
+29,412
| New | +$821K | ﹤0.01% | 1217 |
|