Brown Brothers Harriman & Co’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Buy |
696
+246
| +55% | +$43.2K | ﹤0.01% | 744 |
|
|
2025
Q1 | $81.4K | Buy |
450
+10
| +2% | +$1.81K | ﹤0.01% | 737 |
|
|
2024
Q4 | $92.1K | Buy |
440
+5
| +1% | +$1.05K | ﹤0.01% | 737 |
|
|
2024
Q3 | $93.3K | Buy |
435
+35
| +9% | +$7.51K | ﹤0.01% | 701 |
|
|
2024
Q2 | $80.5K | Hold |
400
| – | – | ﹤0.01% | 691 |
|
|
2024
Q1 | $97.6K | Hold |
400
| – | – | ﹤0.01% | 650 |
|
|
2023
Q4 | $86.8K | Sell |
400
-15
| -4% | -$3.26K | ﹤0.01% | 643 |
|
|
2023
Q3 | $86.3K | Buy |
415
+15
| +4% | +$3.12K | ﹤0.01% | 626 |
|
|
2023
Q2 | $86.1K | Buy |
+400
| New | +$86.1K | ﹤0.01% | 625 |
|
|
2022
Q4 | – | Sell |
-96
| Closed | -$19K | – | 1376 |
|
|
2022
Q3 | $19K | Buy |
+96
| New | +$19K | ﹤0.01% | 986 |
|
|
2022
Q1 | – | Sell |
-18
| Closed | -$4 | – | 1281 |
|
|
2021
Q4 | $4 | Hold |
18
| – | – | ﹤0.01% | 1019 |
|
|
2021
Q3 | $4 | Hold |
18
| – | – | ﹤0.01% | 1014 |
|
|
2021
Q2 | $4 | Hold |
18
| – | – | ﹤0.01% | 1007 |
|
|
2021
Q1 | $4 | Sell |
18
-14
| -44% | -$3 | ﹤0.01% | 982 |
|
|
2020
Q4 | $6K | Hold |
32
| – | – | ﹤0.01% | 911 |
|
|
2020
Q3 | $6K | Hold |
32
| – | – | ﹤0.01% | 805 |
|
|
2020
Q2 | $5K | Hold |
32
| – | – | ﹤0.01% | 815 |
|
|
2020
Q1 | $4K | Buy |
+32
| New | +$4K | ﹤0.01% | 828 |
|
|
2019
Q4 | – | Sell |
-302
| Closed | -$49K | – | 1184 |
|
|
2019
Q3 | $49K | Buy |
302
+50
| +20% | +$8.11K | ﹤0.01% | 647 |
|
|
2019
Q2 | $43K | Buy |
252
+6
| +2% | +$1.02K | ﹤0.01% | 611 |
|
|
2019
Q1 | $37K | Hold |
246
| – | – | ﹤0.01% | 632 |
|
|
2018
Q4 | $31K | Sell |
246
-43
| -15% | -$5.42K | ﹤0.01% | 568 |
|
|
2018
Q3 | $44K | Sell |
289
-7
| -2% | -$1.07K | ﹤0.01% | 530 |
|
|
2018
Q2 | $40K | Buy |
296
+40
| +16% | +$5.41K | ﹤0.01% | 522 |
|
|
2018
Q1 | $36K | Sell |
256
-60
| -19% | -$8.44K | ﹤0.01% | 507 |
|
|
2017
Q4 | $42K | Buy |
316
+70
| +28% | +$9.3K | ﹤0.01% | 538 |
|
|
2017
Q3 | $30K | Hold |
246
| – | – | ﹤0.01% | 530 |
|
|
2017
Q2 | $28K | Hold |
246
| – | – | ﹤0.01% | 547 |
|
|
2017
Q1 | $23K | Hold |
246
| – | – | ﹤0.01% | 577 |
|
|
2016
Q4 | $22K | Hold |
246
| – | – | ﹤0.01% | 610 |
|
|
2016
Q3 | $23K | Hold |
246
| – | – | ﹤0.01% | 527 |
|
|
2016
Q2 | $20K | Buy |
+246
| New | +$20K | ﹤0.01% | 554 |
|