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 |
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|
2024
Q4 | $1.08M | Hold |
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|
2024
Q3 | $1.1M | Hold |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.29M | Buy |
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|
2023
Q4 | $1.1M | Sell |
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $955K | Hold |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $625K | Hold |
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|
2022
Q3 | $547K | Hold |
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|
2022
Q2 | $497K | Hold |
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|
2022
Q1 | $525K | Buy |
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|
2021
Q4 | $632K | Hold |
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|
2021
Q3 | $553K | Hold |
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|
2021
Q2 | $588K | Hold |
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|
2021
Q1 | $560K | Hold |
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|
2020
Q4 | $533K | Hold |
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|
2020
Q3 | $488K | Hold |
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|
2020
Q2 | $423K | Hold |
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|
2020
Q1 | $369K | Hold |
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|
2019
Q4 | $460K | Sell |
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|
2019
Q3 | $446K | Hold |
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|
2019
Q2 | $469K | Hold |
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|
2019
Q1 | $413K | Hold |
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|
2018
Q4 | $344K | Buy |
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|
2018
Q3 | $403K | Hold |
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|
2018
Q2 | $365K | Hold |
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|
2018
Q1 | $381K | Hold |
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|
2017
Q4 | $353K | Hold |
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|
2017
Q3 | $343K | Hold |
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|
2017
Q2 | $302K | Hold |
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|
2017
Q1 | $250K | Hold |
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|
2016
Q4 | $241K | Hold |
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|
2016
Q3 | $250K | Sell |
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|
2016
Q2 | $882K | Sell |
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|
2016
Q1 | $982K | Buy |
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|
2015
Q4 | $795K | Buy |
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