Heartland Advisors’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 | $1.05M | Sell |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.96M | Sell |
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|
2024
Q3 | $2.73M | Sell |
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|
2024
Q2 | $3.31M | Sell |
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|
2024
Q1 | $3.44M | Sell |
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|
2023
Q4 | $3.03M | Sell |
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|
2023
Q3 | $11.9M | Sell |
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|
2023
Q2 | $14.5M | Sell |
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|
2023
Q1 | $15.6M | Sell |
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|
2022
Q4 | $17.2M | Sell |
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|
2022
Q3 | $15.7M | Buy |
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|
2022
Q2 | $11.6M | Buy |
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|
2022
Q1 | $11.5M | Buy |
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|
2021
Q4 | $10.6M | Buy |
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|
2021
Q3 | $4.72M | Buy |
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