GeoWealth Management’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Sell |
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|
2025
Q1 | $211K | Sell |
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|
2024
Q4 | $344K | Sell |
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|
2024
Q3 | $326K | Sell |
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|
2024
Q2 | $354K | Buy |
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|
2024
Q1 | $285K | Buy |
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|
2023
Q4 | $71K | Buy |
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|
2023
Q3 | $63K | Buy |
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|
2023
Q2 | $16K | Sell |
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|
2023
Q1 | $17K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $394K | Sell |
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|
2020
Q4 | $415K | Buy |
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|
2020
Q3 | $291K | Sell |
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|
2020
Q2 | $270K | Buy |
|