GIA
GHP Investment Advisors’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Buy |
19,528
+2,716
| +16% | +$477K | 0.15% | 172 |
|
|
2025
Q1 | $3.04M | Sell |
16,812
-827
| -5% | -$150K | 0.15% | 187 |
|
|
2024
Q4 | $3.69M | Sell |
17,639
-589
| -3% | -$123K | 0.17% | 177 |
|
|
2024
Q3 | $3.91M | Sell |
18,228
-897
| -5% | -$192K | 0.18% | 174 |
|
|
2024
Q2 | $3.85M | Sell |
19,125
-304
| -2% | -$61.2K | 0.19% | 166 |
|
|
2024
Q1 | $4.74M | Sell |
19,429
-116
| -0.6% | -$28.3K | 0.23% | 151 |
|
|
2023
Q4 | $4.24M | Sell |
19,545
-2,205
| -10% | -$479K | 0.23% | 153 |
|
|
2023
Q3 | $4.36M | Sell |
21,750
-383
| -2% | -$76.8K | 0.27% | 132 |
|
|
2023
Q2 | $4.94M | Sell |
22,133
-208
| -0.9% | -$46.5K | 0.29% | 121 |
|
|
2023
Q1 | $5.16M | Buy |
22,341
+90
| +0.4% | +$20.8K | 0.33% | 112 |
|
|
2022
Q4 | $5.08M | Buy |
22,251
+2,744
| +14% | +$627K | 0.34% | 110 |
|
|
2022
Q3 | $3.9M | Buy |
19,507
+1,706
| +10% | +$341K | 0.3% | 120 |
|
|
2022
Q2 | $3.23M | Buy |
17,801
+2,399
| +16% | +$436K | 0.24% | 148 |
|
|
2022
Q1 | $2.95M | Buy |
15,402
+1,571
| +11% | +$301K | 0.19% | 174 |
|
|
2021
Q4 | $3.27M | Buy |
13,831
+1,400
| +11% | +$331K | 0.23% | 143 |
|
|
2021
Q3 | $2.57M | Buy |
12,431
+374
| +3% | +$77.4K | 0.2% | 158 |
|
|
2021
Q2 | $2.65M | Buy |
12,057
+559
| +5% | +$123K | 0.21% | 153 |
|
|
2021
Q1 | $2.41M | Buy |
11,498
+501
| +5% | +$105K | 0.21% | 148 |
|
|
2020
Q4 | $2.19M | Buy |
10,997
+332
| +3% | +$66.1K | 0.21% | 145 |
|
|
2020
Q3 | $1.95M | Sell |
10,665
-978
| -8% | -$178K | 0.22% | 141 |
|
|
2020
Q2 | $1.84M | Sell |
11,643
-199
| -2% | -$31.4K | 0.23% | 143 |
|
|
2020
Q1 | $1.64M | Buy |
11,842
+404
| +4% | +$55.8K | 0.25% | 124 |
|
|
2019
Q4 | $1.97M | Buy |
11,438
+152
| +1% | +$26.1K | 0.21% | 146 |
|
|
2019
Q3 | $1.85M | Buy |
11,286
+414
| +4% | +$67.9K | 0.23% | 133 |
|
|
2019
Q2 | $1.87M | Buy |
10,872
+17
| +0.2% | +$2.93K | 0.23% | 137 |
|
|
2019
Q1 | $1.65M | Buy |
10,855
+429
| +4% | +$65.1K | 0.21% | 143 |
|
|
2018
Q4 | $1.32M | Buy |
10,426
+1,783
| +21% | +$225K | 0.2% | 147 |
|
|
2018
Q3 | $1.3M | Buy |
8,643
+482
| +6% | +$72.6K | 0.17% | 156 |
|
|
2018
Q2 | $1.11M | Sell |
8,161
-127
| -2% | -$17.3K | 0.16% | 165 |
|
|
2018
Q1 | $1.18M | Buy |
8,288
+421
| +5% | +$60K | 0.17% | 164 |
|
|
2017
Q4 | $1.04M | Sell |
7,867
-114
| -1% | -$15K | 0.15% | 169 |
|
|
2017
Q3 | $969K | Buy |
7,981
+8
| +0.1% | +$971 | 0.15% | 175 |
|
|
2017
Q2 | $901K | Buy |
7,973
+551
| +7% | +$62.3K | 0.14% | 179 |
|
|
2017
Q1 | $694K | Buy |
7,422
+72
| +1% | +$6.73K | 0.12% | 194 |
|
|
2016
Q4 | $662K | Buy |
7,350
+6
| +0.1% | +$540 | 0.12% | 191 |
|
|
2016
Q3 | $687K | Buy |
7,344
+91
| +1% | +$8.51K | 0.14% | 180 |
|
|
2016
Q2 | $595K | Buy |
7,253
+175
| +2% | +$14.4K | 0.13% | 191 |
|
|
2016
Q1 | $587K | Buy |
7,078
+6
| +0.1% | +$498 | 0.13% | 185 |
|
|
2015
Q4 | $542K | Buy |
7,072
+6
| +0.1% | +$460 | 0.13% | 183 |
|
|
2015
Q3 | $504K | Buy |
7,066
+6
| +0.1% | +$428 | 0.13% | 178 |
|
|
2015
Q2 | $526K | Buy |
7,060
+1,450
| +26% | +$108K | 0.13% | 176 |
|
|
2015
Q1 | $425K | Buy |
5,610
+380
| +7% | +$28.8K | 0.11% | 196 |
|
|
2014
Q4 | $407K | Buy |
5,230
+175
| +3% | +$13.6K | 0.11% | 194 |
|
|
2014
Q3 | $366K | Hold |
5,055
| – | – | 0.11% | 197 |
|
|
2014
Q2 | $408K | Hold |
5,055
| – | – | 0.12% | 185 |
|
|
2014
Q1 | $368K | Hold |
5,055
| – | – | 0.12% | 190 |
|
|
2013
Q4 | $373K | Hold |
5,055
| – | – | 0.12% | 183 |
|
|
2013
Q3 | $330K | Buy |
5,055
+325
| +7% | +$21.2K | 0.12% | 193 |
|
|
2013
Q2 | $255K | Buy |
+4,730
| New | +$255K | 0.1% | 211 |
|