Fisher Asset Management’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$506K Buy
9,130
+758
+9% +$42K ﹤0.01% 786
2025
Q1
$347K Buy
8,372
+2,740
+49% +$113K ﹤0.01% 868
2024
Q4
$249K Buy
+5,632
New +$249K ﹤0.01% 906