Bank Julius Baer & Co’s IDEX IEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.24M Sell
2025
Q2
$5.33M Sell
2025
Q1
$6.48M Sell
2024
Q4
$14.8M Buy
2024
Q3
$13.4M Buy
2024
Q2
$696K Buy
2024
Q1
$734K Buy
2023
Q4
$536K Sell
2023
Q3
$828K Buy
2023
Q2
$831K Sell
2023
Q1
$1.17M Sell
2022
Q4
$1.18M Sell
2022
Q3
$1.92M Buy
2022
Q2
$1.16M Hold
2022
Q1
$1.22M Hold
2021
Q4
$1.5M Buy
2021
Q3
$1.16M Hold
2021
Q2
$1.24M Buy
2021
Q1
$1.03M Buy
2020
Q4
$558K Buy
2020
Q3
$511K Hold
2020
Q2
$443K Buy
2020
Q1
$166K Buy