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Griffin Asset Management’s Interactive Brokers IBKR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.23M Buy
40,284
+36,884
+1,085% +$2.04M 0.26% 94
2025
Q1
$563K Sell
3,400
-80
-2% -$13.2K 0.07% 144
2024
Q4
$615K Sell
3,480
-80
-2% -$14.1K 0.07% 151
2024
Q3
$496K Hold
3,560
0.06% 161
2024
Q2
$436K Buy
+3,560
New +$436K 0.05% 164