Bridgewater Associates’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-9,459
| Closed | -$1.54M | – | 1118 |
|
|
2025
Q3 | $1.54M | Buy |
+9,459
| New | +$1.6M | 0.01% | 784 |
|
|
2024
Q3 | – | Sell |
-1,481
| Closed | -$298K | – | 845 |
|
|
2024
Q2 | $298K | Buy |
+1,481
| New | +$324K | ﹤0.01% | 821 |
|
|
2022
Q3 | – | Sell |
-5,491
| Closed | -$997K | – | 933 |
|
|
2022
Q2 | $997K | Sell |
5,491
-18,937
| -78% | -$3.57M | ﹤0.01% | 790 |
|
|
2022
Q1 | $4.68M | Buy |
+24,428
| New | +$4.96M | 0.02% | 489 |
|
|
2021
Q3 | – | Sell |
-20,688
| Closed | -$4.55M | – | 737 |
|
|
2021
Q2 | $4.55M | Buy |
+20,688
| New | +$4.57M | 0.03% | 349 |
|
|
2021
Q1 | – | Sell |
-7,652
| Closed | -$1.52M | – | 526 |
|
|
2020
Q4 | $1.52M | Buy |
7,652
+2,107
| +38% | +$401K | 0.01% | 338 |
|
|
2020
Q3 | $1.01M | Buy |
+5,545
| New | +$960K | 0.01% | 340 |
|
|
2020
Q1 | – | Sell |
-3,159
| Closed | -$543K | – | 498 |
|
|
2019
Q4 | $543K | Buy |
+3,159
| New | +$511K | 0.01% | 406 |
|
|
2019
Q1 | – | Sell |
-6,843
| Closed | -$864K | – | 404 |
|
|
2018
Q4 | $864K | Buy |
+6,843
| New | +$916K | 0.01% | 350 |
|
|
2018
Q3 | – | Sell |
-10,518
| Closed | -$1.44M | – | 416 |
|
|
2018
Q2 | $1.44M | Buy |
10,518
+4,637
| +79% | +$648K | 0.01% | 222 |
|
|
2018
Q1 | $838K | Buy |
+5,881
| New | +$821K | 0.01% | 299 |
|
|
2017
Q3 | – | Sell |
-2,090
| Closed | -$236K | – | 334 |
|
|
2017
Q2 | $236K | Buy |
+2,090
| New | +$220K | ﹤0.01% | 324 |
|
|
2015
Q4 | – | Sell |
-3,063
| Closed | -$218K | – | 343 |
|
|
2015
Q3 | $218K | Buy |
+3,063
| New | +$226K | ﹤0.01% | 418 |
|
Other funds holding IEX
