Fagan Associates’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Sell |
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|
2025
Q1 | $610K | Hold |
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|
2024
Q4 | $705K | Hold |
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|
2024
Q3 | $723K | Sell |
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|
2024
Q2 | $681K | Hold |
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|
2024
Q1 | $826K | Hold |
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|
2023
Q4 | $735K | Sell |
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|
2023
Q3 | $709K | Hold |
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|
2023
Q2 | $734K | Hold |
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|
2023
Q1 | $788K | Sell |
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|
2022
Q4 | $783K | Sell |
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|
2022
Q3 | $695K | Hold |
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|
2022
Q2 | $632K | Hold |
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|
2022
Q1 | $667K | Hold |
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|
2021
Q4 | $822K | Hold |
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|
2021
Q3 | $720K | Hold |
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|
2021
Q2 | $766K | Hold |
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|
2021
Q1 | $728K | Hold |
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|
2020
Q4 | $693K | Hold |
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|
2020
Q3 | $635K | Hold |
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|
2020
Q2 | $550K | Hold |
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|
2020
Q1 | $481K | Sell |
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|
2019
Q4 | $613K | Hold |
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|
2019
Q3 | $584K | Buy |
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|
2019
Q2 | $607K | Hold |
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|
2019
Q1 | $535K | Hold |
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|
2018
Q4 | $445K | Hold |
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|
2018
Q3 | $531K | Sell |
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|
2018
Q2 | $536K | Hold |
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|
2018
Q1 | $559 | Hold |
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|
2017
Q4 | $518 | Hold |
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|
2017
Q3 | $477K | Hold |
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|
2017
Q2 | $444K | Hold |
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|
2017
Q1 | $367K | Hold |
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|
2016
Q4 | $353K | Hold |
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|
2016
Q3 | $367K | Hold |
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|
2016
Q2 | $322K | Hold |
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|
2016
Q1 | $325K | Hold |
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|
2015
Q4 | $301K | Hold |
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|
2015
Q3 | $280K | Hold |
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|
2015
Q2 | $308K | Sell |
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|
2015
Q1 | $309K | Sell |
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|
2014
Q4 | $545K | Hold |
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|
2014
Q3 | $507K | Hold |
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|
2014
Q2 | $565K | Sell |
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|
2014
Q1 | $539K | Buy |
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