Massachusetts Financial Services’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
Q3
$3.98M Sell
2025
Q2
$3.22M Buy
2025
Q1
$2.39M Buy
2024
Q4
$1.22M Buy
2016
Q1
Sell
2015
Q4
$464K Sell
2015
Q3
$424K Buy
2013
Q3
Sell
2013
Q2
$439K Buy