Fidelity Investments’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Buy |
64,375
+8,832
| +16% | +$1.55M | ﹤0.01% | 1887 |
|
|
2025
Q1 | $10.1M | Sell |
55,543
-14,826
| -21% | -$2.68M | ﹤0.01% | 1914 |
|
|
2024
Q4 | $14.7M | Sell |
70,369
-118,072
| -63% | -$24.7M | ﹤0.01% | 1822 |
|
|
2024
Q3 | $40.4M | Sell |
188,441
-68,091
| -27% | -$14.6M | ﹤0.01% | 1465 |
|
|
2024
Q2 | $51.6M | Sell |
256,532
-250,452
| -49% | -$50.4M | ﹤0.01% | 1303 |
|
|
2024
Q1 | $124M | Sell |
506,984
-116,768
| -19% | -$28.5M | 0.01% | 973 |
|
|
2023
Q4 | $135M | Sell |
623,752
-16,882
| -3% | -$3.67M | 0.01% | 906 |
|
|
2023
Q3 | $133M | Sell |
640,634
-298,500
| -32% | -$62.1M | 0.01% | 855 |
|
|
2023
Q2 | $202M | Sell |
939,134
-201,027
| -18% | -$43.3M | 0.02% | 715 |
|
|
2023
Q1 | $263M | Sell |
1,140,161
-349,347
| -23% | -$80.7M | 0.02% | 604 |
|
|
2022
Q4 | $340M | Buy |
1,489,508
+61,488
| +4% | +$14M | 0.03% | 517 |
|
|
2022
Q3 | $285M | Buy |
1,428,020
+182,890
| +15% | +$36.6M | 0.03% | 536 |
|
|
2022
Q2 | $226M | Buy |
1,245,130
+226,831
| +22% | +$41.2M | 0.02% | 641 |
|
|
2022
Q1 | $195M | Sell |
1,018,299
-62,523
| -6% | -$12M | 0.02% | 783 |
|
|
2021
Q4 | $255M | Buy |
1,080,822
+43,649
| +4% | +$10.3M | 0.02% | 705 |
|
|
2021
Q3 | $215M | Sell |
1,037,173
-38,699
| -4% | -$8.01M | 0.02% | 775 |
|
|
2021
Q2 | $237M | Sell |
1,075,872
-108,535
| -9% | -$23.9M | 0.02% | 744 |
|
|
2021
Q1 | $248M | Sell |
1,184,407
-625,749
| -35% | -$131M | 0.02% | 692 |
|
|
2020
Q4 | $361M | Buy |
1,810,156
+207,791
| +13% | +$41.4M | 0.03% | 502 |
|
|
2020
Q3 | $292M | Buy |
1,602,365
+18,732
| +1% | +$3.42M | 0.03% | 490 |
|
|
2020
Q2 | $250M | Buy |
1,583,633
+20,122
| +1% | +$3.18M | 0.03% | 520 |
|
|
2020
Q1 | $216M | Sell |
1,563,511
-944,161
| -38% | -$130M | 0.03% | 484 |
|
|
2019
Q4 | $431M | Sell |
2,507,672
-653,901
| -21% | -$112M | 0.05% | 368 |
|
|
2019
Q3 | $518M | Buy |
3,161,573
+571,609
| +22% | +$93.7M | 0.06% | 301 |
|
|
2019
Q2 | $446M | Buy |
2,589,964
+763,086
| +42% | +$131M | 0.05% | 354 |
|
|
2019
Q1 | $277M | Buy |
1,826,878
+93,320
| +5% | +$14.2M | 0.03% | 525 |
|
|
2018
Q4 | $219M | Buy |
1,733,558
+621,397
| +56% | +$78.5M | 0.03% | 559 |
|
|
2018
Q3 | $168M | Buy |
1,112,161
+71,693
| +7% | +$10.8M | 0.02% | 732 |
|
|
2018
Q2 | $142M | Buy |
1,040,468
+40,153
| +4% | +$5.48M | 0.02% | 807 |
|
|
2018
Q1 | $143M | Sell |
1,000,315
-182,716
| -15% | -$26M | 0.02% | 832 |
|
|
2017
Q4 | $156M | Buy |
1,183,031
+78,405
| +7% | +$10.3M | 0.02% | 786 |
|
|
2017
Q3 | $134M | Sell |
1,104,626
-167,255
| -13% | -$20.3M | 0.02% | 841 |
|
|
2017
Q2 | $144M | Sell |
1,271,881
-76,590
| -6% | -$8.66M | 0.02% | 814 |
|
|
2017
Q1 | $126M | Sell |
1,348,471
-291,600
| -18% | -$27.3M | 0.02% | 889 |
|
|
2016
Q4 | $148M | Sell |
1,640,071
-384,616
| -19% | -$34.6M | 0.02% | 813 |
|
|
2016
Q3 | $189M | Sell |
2,024,687
-444,486
| -18% | -$41.6M | 0.03% | 693 |
|
|
2016
Q2 | $203M | Buy |
2,469,173
+50,255
| +2% | +$4.13M | 0.03% | 654 |
|
|
2016
Q1 | $200M | Sell |
2,418,918
-195,700
| -7% | -$16.2M | 0.03% | 650 |
|
|
2015
Q4 | $200M | Buy |
2,614,618
+748,591
| +40% | +$57.3M | 0.03% | 656 |
|
|
2015
Q3 | $133M | Buy |
1,866,027
+168,346
| +10% | +$12M | 0.02% | 830 |
|
|
2015
Q2 | $133M | Buy |
1,697,681
+431,469
| +34% | +$33.9M | 0.02% | 894 |
|
|
2015
Q1 | $96M | Buy |
1,266,212
+217,360
| +21% | +$16.5M | 0.01% | 1049 |
|
|
2014
Q4 | $81.6M | Buy |
1,048,852
+63,830
| +6% | +$4.97M | 0.01% | 1105 |
|
|
2014
Q3 | $71.3M | Sell |
985,022
-211,297
| -18% | -$15.3M | 0.01% | 1136 |
|
|
2014
Q2 | $96.6M | Sell |
1,196,319
-132,506
| -10% | -$10.7M | 0.01% | 1022 |
|
|
2014
Q1 | $96.9M | Buy |
1,328,825
+60,743
| +5% | +$4.43M | 0.01% | 1007 |
|
|
2013
Q4 | $93.6M | Sell |
1,268,082
-199,450
| -14% | -$14.7M | 0.01% | 1019 |
|
|
2013
Q3 | $95.8M | Buy |
1,467,532
+172,280
| +13% | +$11.2M | 0.01% | 965 |
|
|
2013
Q2 | $69.7M | Buy |
+1,295,252
| New | +$69.7M | 0.01% | 1086 |
|