Brown Advisory’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.5M | Sell |
|
|||||
|
2025
Q1 | $42.8M | Sell |
|
|||||
|
2024
Q4 | $51.9M | Sell |
|
|||||
|
2024
Q3 | $65.5M | Sell |
|
|||||
|
2024
Q2 | $104M | Sell |
|
|||||
|
2024
Q1 | $213M | Sell |
|
|||||
|
2023
Q4 | $198M | Sell |
|
|||||
|
2023
Q3 | $307M | Sell |
|
|||||
|
2023
Q2 | $377M | Sell |
|
|||||
|
2023
Q1 | $416M | Sell |
|
|||||
|
2022
Q4 | $421M | Sell |
|
|||||
|
2022
Q3 | $400M | Sell |
|
|||||
|
2022
Q2 | $403M | Sell |
|
|||||
|
2022
Q1 | $468M | Buy |
|
|||||
|
2021
Q4 | $567M | Buy |
|
|||||
|
2021
Q3 | $482M | Sell |
|
|||||
|
2021
Q2 | $524M | Buy |
|
|||||
|
2021
Q1 | $434M | Buy |
|
|||||
|
2020
Q4 | $49.9M | Sell |
|
|||||
|
2020
Q3 | $59.4M | Sell |
|
|||||
|
2020
Q2 | $58M | Buy |
|
|||||
|
2020
Q1 | $48.6M | Sell |
|
|||||
|
2019
Q4 | $60.8M | Buy |
|
|||||
|
2019
Q3 | $57.5M | Buy |
|
|||||
|
2019
Q2 | $57.4M | Sell |
|
|||||
|
2019
Q1 | $50.7M | Sell |
|
|||||
|
2018
Q4 | $42.3M | Buy |
|
|||||
|
2018
Q3 | $49.3M | Sell |
|
|||||
|
2018
Q2 | $48.7M | Buy |
|
|||||
|
2018
Q1 | $50.5M | Buy |
|
|||||
|
2017
Q4 | $46.1M | Sell |
|
|||||
|
2017
Q3 | $49.8M | Buy |
|
|||||
|
2017
Q2 | $43.7M | Buy |
|
|||||
|
2017
Q1 | $35M | Buy |
|
|||||
|
2016
Q4 | $31.7M | Buy |
|
|||||
|
2016
Q3 | $30.7M | Buy |
|
|||||
|
2016
Q2 | $25.1M | Sell |
|
|||||
|
2016
Q1 | $25.5M | Buy |
|
|||||
|
2015
Q4 | $23.1M | Sell |
|
|||||
|
2015
Q3 | $22.3M | Sell |
|
|||||
|
2015
Q2 | $27.4M | Sell |
|
|||||
|
2015
Q1 | $30.5M | Sell |
|
|||||
|
2014
Q4 | $33.5M | Sell |
|
|||||
|
2014
Q3 | $39.4M | Sell |
|
|||||
|
2014
Q2 | $44.7M | Sell |
|
|||||
|
2014
Q1 | $40.6M | Buy |
|
|||||
|
2013
Q4 | $40.8M | Buy |
|
|||||
|
2013
Q3 | $35.9M | Buy |
|
|||||
|
2013
Q2 | $27.4M | Buy |
|