Laird Norton Wetherby Wealth Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $660K | Sell |
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|
2025
Q2 | $724K | Buy |
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|
2024
Q4 | $445K | Buy |
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|
2024
Q3 | $442K | Sell |
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|
2024
Q2 | $462K | Sell |
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|
2024
Q1 | $694K | Sell |
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|
2023
Q4 | $625K | Buy |
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|
2023
Q3 | $493K | Sell |
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|
2023
Q2 | $587K | Buy |
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|
2023
Q1 | $530K | Sell |
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|
2022
Q4 | $589K | Buy |
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|
2022
Q3 | $486K | Buy |
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|
2022
Q2 | $426K | Sell |
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|
2022
Q1 | $463K | Buy |
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|
2021
Q4 | $560K | Sell |
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|
2021
Q3 | $499K | Sell |
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|
2021
Q2 | $531K | Buy |
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|
2021
Q1 | $327K | Sell |
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|
2020
Q4 | $524K | Buy |
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|
2020
Q3 | $289K | Buy |
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|
2020
Q2 | $237K | Buy |
|