BMM
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Buffington Mohr McNeal’s IDEX IEX Stock Holding History

Buffington Mohr McNeal’s Portfolio IEX Stock Details IEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		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% -$27.6K 0.18% 65
2024
Q1 		$1.29M Buy
5,274
+188
+4% +$45.9K 0.23% 55
2023
Q4 		$1.1M Sell
5,086
-5
-0.1% -$1.09K 0.22% 64
2023
Q3 		$1.06M Buy
5,091
+655
+15% +$136K 0.24% 64
2023
Q2 		$955K Hold
4,436
– – 0.21% 68
2023
Q1 		$1.02M Buy
4,436
+1,700
+62% +$393K 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% +$11.9K 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% -$8.6K 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% +$6.31K 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% -$755K 0.11% 107
2016
Q2 		$882K Sell
10,749
-1,100
-9% -$90.3K 0.39% 56
2016
Q1 		$982K Buy
11,849
+1,474
+14% +$122K 0.43% 50
2015
Q4 		$795K Buy
+10,375
New +$795K 0.43% 44