Congress Asset Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $210K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $684K | Buy |
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|
2024
Q1 | $528K | Sell |
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|
2023
Q4 | $742K | Sell |
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|
2023
Q3 | $113M | Buy |
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|
2023
Q2 | $116M | Buy |
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|
2023
Q1 | $124M | Buy |
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|
2022
Q4 | $118M | Sell |
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|
2022
Q3 | $117M | Sell |
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|
2022
Q2 | $107M | Buy |
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|
2022
Q1 | $113M | Buy |
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|
2021
Q4 | $137M | Buy |
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|
2021
Q3 | $119M | Buy |
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|
2021
Q2 | $123M | Sell |
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|
2021
Q1 | $119M | Sell |
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|
2020
Q4 | $116M | Buy |
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|
2020
Q3 | $106M | Buy |
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|
2020
Q2 | $91.5M | Buy |
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|
2020
Q1 | $79.6M | Sell |
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|
2019
Q4 | $99.7M | Buy |
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|
2019
Q3 | $94.9M | Sell |
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|
2019
Q2 | $100M | Sell |
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|
2019
Q1 | $89.7M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $330K | Buy |
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