L. Roy Papp & Associates’s IDEX IEX Stock Holding History

L. Roy Papp & Associates’s Portfolio IEX Stock Details IEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.18M	Sell
2025 Q2	$2.42M	Buy
2025 Q1	$2.44M	Sell
2024 Q4	$2.96M	Sell
2024 Q3	$3.15M	Sell
2024 Q2	$3.05M	Sell
2024 Q1	$3.75M	Sell
2023 Q4	$3.43M	Sell
2023 Q3	$3.34M	Hold
2023 Q2	$3.45M	Hold
2023 Q1	$3.71M	Hold
2022 Q4	$3.66M	Hold
2022 Q3	$3.21M	Hold
2022 Q2	$2.92M	Hold
2022 Q1	$3.08M	Sell
2021 Q4	$3.91M	Buy
2021 Q3	$3.27M	Hold
2021 Q2	$3.48M	Hold
2021 Q1	$3.31M	Sell
2020 Q4	$3.19M	Hold
2020 Q3	$2.92M	Hold
2020 Q2	$2.53M	Hold
2020 Q1	$2.21M	Hold
2019 Q4	$2.75M	Hold
2019 Q3	$2.62M	Hold
2019 Q2	$2.76M	Hold
2019 Q1	$2.43M	Hold
2018 Q4	$2.02M	Hold
2018 Q3	$2.41M	Hold
2018 Q2	$2.19M	Sell
2018 Q1	$2.39M	Sell
2017 Q4	$2.63M	Sell
2017 Q3	$2.58M	Sell
2017 Q2	$2.5M	Sell
2017 Q1	$2.11M	Hold
2016 Q4	$2.04M	Sell
2016 Q3	$2.13M	Hold
2016 Q2	$1.87M	Hold
2016 Q1	$1.88M	Hold
2015 Q4	$1.74M	Hold
2015 Q3	$1.62M	Hold
2015 Q2	$1.79M	Hold
2015 Q1	$1.72M	Hold
2014 Q4	$1.77M	Hold
2014 Q3	$1.65M	Hold
2014 Q2	$1.83M	Hold
2014 Q1	$1.66M	Hold
2013 Q4	$1.68M	Hold
2013 Q3	$1.48M	Hold
2013 Q2	$1.22M	Buy