Geneos Wealth Management’s ICICI Bank IBN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.4K | Sell |
2,867
-4,987
| -63% | -$168K | ﹤0.01% | 1272 |
|
|
2025
Q1 | $248K | Buy |
7,854
+5,488
| +232% | +$173K | ﹤0.01% | 1143 |
|
|
2024
Q4 | $70.6K | Sell |
2,366
-38
| -2% | -$1.14K | ﹤0.01% | 1186 |
|
|
2024
Q3 | $71.8K | Buy |
+2,404
| New | +$71.8K | ﹤0.01% | 1067 |
|
|
2023
Q3 | – | Sell |
-500
| Closed | -$11.5K | – | 2118 |
|
|
2023
Q2 | $11.5K | Hold |
500
| – | – | ﹤0.01% | 1537 |
|
|
2023
Q1 | $10.8K | Hold |
500
| – | – | ﹤0.01% | 1528 |
|
|
2022
Q4 | $10.9K | Hold |
500
| – | – | ﹤0.01% | 1506 |
|
|
2022
Q3 | $10K | Hold |
500
| – | – | ﹤0.01% | 1512 |
|
|
2022
Q2 | $8K | Sell |
500
-155
| -24% | -$2.48K | ﹤0.01% | 2028 |
|
|
2022
Q1 | $12K | Sell |
655
-595
| -48% | -$10.9K | ﹤0.01% | 2006 |
|
|
2021
Q4 | $24K | Hold |
1,250
| – | – | ﹤0.01% | 1792 |
|
|
2021
Q3 | $23K | Sell |
1,250
-200
| -14% | -$3.68K | ﹤0.01% | 1845 |
|
|
2021
Q2 | $25K | Sell |
1,450
-234
| -14% | -$4.03K | ﹤0.01% | 1799 |
|
|
2021
Q1 | $27K | Hold |
1,684
| – | – | ﹤0.01% | 1919 |
|
|
2020
Q4 | $23K | Buy |
+1,684
| New | +$23K | ﹤0.01% | 1822 |
|
|
2019
Q4 | – | Sell |
-175
| Closed | -$2K | – | 2561 |
|
|
2019
Q3 | $2K | Hold |
175
| – | – | ﹤0.01% | 2303 |
|
|
2019
Q2 | $2K | Hold |
175
| – | – | ﹤0.01% | 2311 |
|
|
2019
Q1 | $2K | Hold |
175
| – | – | ﹤0.01% | 2239 |
|
|
2018
Q4 | $1K | Buy |
+175
| New | +$1K | ﹤0.01% | 2306 |
|