GIA
Guyasuta Investment Advisors’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
9,709
-80
| -0.8% | -$14K | 0.1% | 94 |
|
|
2025
Q1 | $1.77M | Hold |
9,789
| – | – | 0.12% | 87 |
|
|
2024
Q4 | $2.05M | Sell |
9,789
-240
| -2% | -$50.2K | 0.13% | 83 |
|
|
2024
Q3 | $2.15M | Sell |
10,029
-375
| -4% | -$80.4K | 0.13% | 80 |
|
|
2024
Q2 | $2.26M | Hold |
10,404
| – | – | 0.17% | 69 |
|
|
2024
Q1 | $2.26M | Hold |
10,404
| – | – | 0.16% | 69 |
|
|
2023
Q4 | $2.26M | Hold |
10,404
| – | – | 0.16% | 69 |
|
|
2023
Q3 | $2.16M | Hold |
10,404
| – | – | 0.17% | 65 |
|
|
2023
Q2 | $2.24M | Sell |
10,404
-50
| -0.5% | -$10.8K | 0.17% | 67 |
|
|
2023
Q1 | $2.42M | Hold |
10,454
| – | – | 0.19% | 66 |
|
|
2022
Q4 | $2.39M | Hold |
10,454
| – | – | 0.19% | 66 |
|
|
2022
Q3 | $2.09M | Sell |
10,454
-4,140
| -28% | -$827K | 0.18% | 68 |
|
|
2022
Q2 | $2.65M | Buy |
14,594
+94
| +0.6% | +$17.1K | 0.21% | 64 |
|
|
2022
Q1 | $2.78M | Sell |
14,500
-860
| -6% | -$165K | 0.19% | 69 |
|
|
2021
Q4 | $3.63M | Sell |
15,360
-30
| -0.2% | -$7.09K | 0.24% | 61 |
|
|
2021
Q3 | $3.19M | Hold |
15,390
| – | – | 0.23% | 62 |
|
|
2021
Q2 | $3.39M | Sell |
15,390
-25
| -0.2% | -$5.5K | 0.24% | 60 |
|
|
2021
Q1 | $3.23M | Sell |
15,415
-70
| -0.5% | -$14.7K | 0.25% | 59 |
|
|
2020
Q4 | $3.09M | Hold |
15,485
| – | – | 0.26% | 56 |
|
|
2020
Q3 | $2.83M | Sell |
15,485
-25
| -0.2% | -$4.56K | 0.26% | 58 |
|
|
2020
Q2 | $2.45M | Hold |
15,510
| – | – | 0.25% | 58 |
|
|
2020
Q1 | $2.14M | Buy |
15,510
+160
| +1% | +$22.1K | 0.26% | 54 |
|
|
2019
Q4 | $2.64M | Hold |
15,350
| – | – | 0.26% | 53 |
|
|
2019
Q3 | $2.52M | Sell |
15,350
-2,800
| -15% | -$459K | 0.26% | 51 |
|
|
2019
Q2 | $3.12M | Hold |
18,150
| – | – | 0.32% | 46 |
|
|
2019
Q1 | $2.75M | Sell |
18,150
-100
| -0.5% | -$15.2K | 0.31% | 48 |
|
|
2018
Q4 | $2.3M | Hold |
18,250
| – | – | 0.28% | 50 |
|
|
2018
Q3 | $2.75M | Sell |
18,250
-70
| -0.4% | -$10.5K | 0.29% | 47 |
|
|
2018
Q2 | $2.5M | Sell |
18,320
-300
| -2% | -$40.9K | 0.29% | 49 |
|
|
2018
Q1 | $2.65M | Sell |
18,620
-700
| -4% | -$99.8K | 0.31% | 47 |
|
|
2017
Q4 | $2.55M | Sell |
19,320
-1,000
| -5% | -$132K | 0.29% | 49 |
|
|
2017
Q3 | $2.47M | Sell |
20,320
-400
| -2% | -$48.6K | 0.3% | 44 |
|
|
2017
Q2 | $2.34M | Sell |
20,720
-2,100
| -9% | -$237K | 0.28% | 48 |
|
|
2017
Q1 | $2.13M | Hold |
22,820
| – | – | 0.26% | 56 |
|
|
2016
Q4 | $2.06M | Sell |
22,820
-500
| -2% | -$45K | 0.27% | 54 |
|
|
2016
Q3 | $2.18M | Sell |
23,320
-1,700
| -7% | -$159K | 0.28% | 52 |
|
|
2016
Q2 | $2.05M | Sell |
25,020
-1,000
| -4% | -$82.1K | 0.27% | 51 |
|
|
2016
Q1 | $2.16M | Sell |
26,020
-400
| -2% | -$33.1K | 0.3% | 49 |
|
|
2015
Q4 | $2.02M | Sell |
26,420
-2,500
| -9% | -$192K | 0.28% | 52 |
|
|
2015
Q3 | $2.06M | Sell |
28,920
-1,300
| -4% | -$92.6K | 0.3% | 49 |
|
|
2015
Q2 | $2.37M | Hold |
30,220
| – | – | 0.31% | 46 |
|
|
2015
Q1 | $2.29M | Hold |
30,220
| – | – | 0.31% | 47 |
|
|
2014
Q4 | $2.35M | Hold |
30,220
| – | – | 0.32% | 47 |
|
|
2014
Q3 | $2.19M | Sell |
30,220
-700
| -2% | -$50.7K | 0.3% | 47 |
|
|
2014
Q2 | $2.5M | Hold |
30,920
| – | – | 0.33% | 41 |
|
|
2014
Q1 | $2.25M | Sell |
30,920
-1,300
| -4% | -$94.7K | 0.32% | 43 |
|
|
2013
Q4 | $2.38M | Sell |
32,220
-1,700
| -5% | -$126K | 0.35% | 42 |
|
|
2013
Q3 | $2.21M | Sell |
33,920
-2,100
| -6% | -$137K | 0.35% | 42 |
|
|
2013
Q2 | $1.94M | Buy |
+36,020
| New | +$1.94M | 0.32% | 46 |
|