Brown Advisory’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 | $803K | Buy |
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|
2025
Q1 | $588K | Sell |
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|
2024
Q4 | $628K | Sell |
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|
2024
Q3 | $672K | Sell |
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|
2024
Q2 | $600K | Buy |
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|
2024
Q1 | $547K | Buy |
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|
2023
Q4 | $395K | Buy |
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|
2023
Q3 | $413K | Buy |
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|
2023
Q2 | $396K | Sell |
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|
2023
Q1 | $456K | Buy |
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|
2022
Q4 | $311K | Hold |
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|
2022
Q3 | $275K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $231K | Sell |
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|
2021
Q4 | $480K | Hold |
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|
2021
Q3 | $377K | Sell |
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|
2021
Q2 | $401K | Sell |
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|
2021
Q1 | $456K | Buy |
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|
2020
Q4 | $368K | Hold |
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|
2020
Q3 | $292K | Hold |
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|
2020
Q2 | $252K | Hold |
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|
2020
Q1 | $261K | Sell |
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|
2019
Q4 | $303K | Hold |
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|
2019
Q3 | $349K | Hold |
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|
2019
Q2 | $352K | Sell |
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|
2019
Q1 | $3.16M | Sell |
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|
2018
Q4 | $3.58M | Sell |
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|
2018
Q3 | $4.8M | Buy |
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|
2018
Q2 | $5.54M | Buy |
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|
2018
Q1 | $437K | Buy |
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|
2017
Q4 | $384K | Hold |
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|
2017
Q3 | $292K | Hold |
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|
2017
Q2 | $243K | Buy |
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