Buffington Mohr McNeal’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,137
| Closed | -$1.08M | – | 124 |
|
|
2024
Q4 | $1.08M | Hold |
5,137
| – | – | 0.18% | 63 |
|
|
2024
Q3 | $1.1M | Hold |
5,137
| – | – | 0.18% | 72 |
|
|
2024
Q2 | $1.03M | Sell |
5,137
-137
| -3% | -$29.9K | 0.18% | 65 |
|
|
2024
Q1 | $1.29M | Buy |
5,274
+188
| +4% | +$42.5K | 0.23% | 55 |
|
|
2023
Q4 | $1.1M | Sell |
5,086
-5
| -0.1% | -$1.01K | 0.22% | 64 |
|
|
2023
Q3 | $1.06M | Buy |
5,091
+655
| +15% | +$142K | 0.24% | 64 |
|
|
2023
Q2 | $955K | Hold |
4,436
| – | – | 0.21% | 68 |
|
|
2023
Q1 | $1.02M | Buy |
4,436
+1,700
| +62% | +$386K | 0.23% | 68 |
|
|
2022
Q4 | $625K | Hold |
2,736
| – | – | 0.15% | 90 |
|
|
2022
Q3 | $547K | Hold |
2,736
| – | – | 0.13% | 91 |
|
|
2022
Q2 | $497K | Hold |
2,736
| – | – | 0.11% | 94 |
|
|
2022
Q1 | $525K | Buy |
2,736
+62
| +2% | +$12.6K | 0.1% | 93 |
|
|
2021
Q4 | $632K | Hold |
2,674
| – | – | 0.11% | 93 |
|
|
2021
Q3 | $553K | Hold |
2,674
| – | – | 0.11% | 90 |
|
|
2021
Q2 | $588K | Hold |
2,674
| – | – | 0.12% | 89 |
|
|
2021
Q1 | $560K | Hold |
2,674
| – | – | 0.12% | 89 |
|
|
2020
Q4 | $533K | Hold |
2,674
| – | – | 0.12% | 86 |
|
|
2020
Q3 | $488K | Hold |
2,674
| – | – | 0.13% | 85 |
|
|
2020
Q2 | $423K | Hold |
2,674
| – | – | 0.12% | 92 |
|
|
2020
Q1 | $369K | Hold |
2,674
| – | – | 0.12% | 91 |
|
|
2019
Q4 | $460K | Sell |
2,674
-50
| -2% | -$8.09K | 0.13% | 91 |
|
|
2019
Q3 | $446K | Hold |
2,724
| – | – | 0.14% | 92 |
|
|
2019
Q2 | $469K | Hold |
2,724
| – | – | 0.15% | 92 |
|
|
2019
Q1 | $413K | Hold |
2,724
| – | – | 0.13% | 100 |
|
|
2018
Q4 | $344K | Buy |
2,724
+50
| +2% | +$6.69K | 0.14% | 101 |
|
|
2018
Q3 | $403K | Hold |
2,674
| – | – | 0.14% | 100 |
|
|
2018
Q2 | $365K | Hold |
2,674
| – | – | 0.14% | 100 |
|
|
2018
Q1 | $381K | Hold |
2,674
| – | – | 0.15% | 99 |
|
|
2017
Q4 | $353K | Hold |
2,674
| – | – | 0.14% | 101 |
|
|
2017
Q3 | $343K | Hold |
2,674
| – | – | 0.13% | 104 |
|
|
2017
Q2 | $302K | Hold |
2,674
| – | – | 0.12% | 119 |
|
|
2017
Q1 | $250K | Hold |
2,674
| – | – | 0.11% | 101 |
|
|
2016
Q4 | $241K | Hold |
2,674
| – | – | 0.09% | 111 |
|
|
2016
Q3 | $250K | Sell |
2,674
-8,075
| -75% | -$729K | 0.11% | 107 |
|
|
2016
Q2 | $882K | Sell |
10,749
-1,100
| -9% | -$91.5K | 0.39% | 56 |
|
|
2016
Q1 | $982K | Buy |
11,849
+1,474
| +14% | +$111K | 0.43% | 50 |
|
|
2015
Q4 | $795K | Buy |
+10,375
| New | +$795K | 0.43% | 44 |
|
Other funds holding IEX
Buffington Mohr McNeal's IEX Position: Q1 2025 in Review
Buffington Mohr McNeal sold out of IDEX (IEX) in Q1 2025, closing a stake of 5,137 shares — an estimated $1.08M sold.
Buffington Mohr McNeal first reported a position in IEX in Q4 2015 and held it in 37 quarters. The position peaked at $1.29M in Q1 2024. 639 funds tracked by Wall St. Rank hold IEX as of Q1 2025.
- Buffington Mohr McNeal reported no remaining IDEX position as of Q1 2025 after selling out during the quarter.
- Buffington Mohr McNeal sold 5,137 IDEX shares in Q1 2025, an estimated $1.08M.
- Buffington Mohr McNeal first reported a position in IDEX in Q4 2015 and held it in 37 quarters.
- Buffington Mohr McNeal's IDEX position peaked at $1.29M in Q1 2024.
- 639 funds tracked by Wall St. Rank held IDEX as of Q1 2025.
Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.