Fundsmith LLP’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-362,501
| Closed | -$75.9M | – | 39 |
|
|
2024
Q4 | $75.9M | Hold |
362,501
| – | – | 0.32% | 29 |
|
|
2024
Q3 | $77.8M | Hold |
362,501
| – | – | 0.31% | 32 |
|
|
2024
Q2 | $72.9M | Sell |
362,501
-11,401
| -3% | -$2.29M | 0.3% | 33 |
|
|
2024
Q1 | $91.2M | Sell |
373,902
-10,095
| -3% | -$2.46M | 0.36% | 29 |
|
|
2023
Q4 | $83.4M | Sell |
383,997
-5,011
| -1% | -$1.09M | 0.35% | 31 |
|
|
2023
Q3 | $80.9M | Sell |
389,008
-2,116
| -0.5% | -$440K | 0.37% | 30 |
|
|
2023
Q2 | $84.2M | Buy |
391,124
+127,384
| +48% | +$27.4M | 0.35% | 30 |
|
|
2023
Q1 | $60.9M | Hold |
263,740
| – | – | 0.26% | 32 |
|
|
2022
Q4 | $60.2M | Buy |
263,740
+167,812
| +175% | +$38.3M | 0.28% | 32 |
|
|
2022
Q3 | $19.2M | Buy |
+95,928
| New | +$19.2M | 0.09% | 41 |
|