EFG Asset Management’s Ibotta IBTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
35,982
-273
| -0.8% | -$9.99K | 0.19% | 156 |
|
|
2025
Q1 | $1.53M | Sell |
36,255
-19,760
| -35% | -$833K | 0.25% | 153 |
|
|
2024
Q4 | $3.64M | Buy |
56,015
+26,065
| +87% | +$1.7M | 0.5% | 73 |
|
|
2024
Q3 | $1.85M | Buy |
29,950
+16,105
| +116% | +$993K | 0.31% | 140 |
|
|
2024
Q2 | $1.04M | Buy |
+13,845
| New | +$1.04M | 0.18% | 178 |
|