IWA
IBTX
Icon Wealth Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,530
| Closed | -$336K | – | 537 |
|
|
2024
Q4 | $336K | Hold |
5,530
| – | – | 0.03% | 282 |
|
|
2024
Q3 | $319K | Hold |
5,530
| – | – | 0.03% | 286 |
|
|
2024
Q2 | $327K | Hold |
5,530
| – | – | 0.03% | 269 |
|
|
2024
Q1 | $252K | Hold |
5,530
| – | – | 0.02% | 305 |
|
|
2023
Q4 | $281K | Buy |
+5,530
| New | +$281K | 0.03% | 271 |
|
|
2022
Q4 | $330K | Buy |
5,496
+31
| +0.6% | +$1.86K | 0.04% | 239 |
|
|
2022
Q3 | $336K | Buy |
+5,465
| New | +$336K | 0.04% | 223 |
|