Massachusetts Financial Services’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.69M | Buy |
32,399
+8,633
| +36% | +$1.52M | ﹤0.01% | 708 |
|
|
2025
Q1 | $4.3M | Buy |
23,766
+1,967
| +9% | +$356K | ﹤0.01% | 706 |
|
|
2024
Q4 | $4.56M | Buy |
21,799
+14,209
| +187% | +$2.97M | ﹤0.01% | 699 |
|
|
2024
Q3 | $1.63M | Sell |
7,590
-17,704
| -70% | -$3.8M | ﹤0.01% | 750 |
|
|
2024
Q2 | $5.09M | Buy |
25,294
+818
| +3% | +$165K | ﹤0.01% | 683 |
|
|
2024
Q1 | $5.97M | Sell |
24,476
-13,295
| -35% | -$3.24M | ﹤0.01% | 654 |
|
|
2023
Q4 | $8.2M | Sell |
37,771
-569,265
| -94% | -$124M | ﹤0.01% | 630 |
|
|
2023
Q3 | $126M | Sell |
607,036
-511,408
| -46% | -$106M | 0.04% | 326 |
|
|
2023
Q2 | $241M | Sell |
1,118,444
-280,306
| -20% | -$60.3M | 0.08% | 229 |
|
|
2023
Q1 | $323M | Buy |
1,398,750
+6,057
| +0.4% | +$1.4M | 0.11% | 183 |
|
|
2022
Q4 | $318M | Buy |
1,392,693
+16,442
| +1% | +$3.75M | 0.11% | 178 |
|
|
2022
Q3 | $275M | Buy |
1,376,251
+1,459
| +0.1% | +$292K | 0.1% | 187 |
|
|
2022
Q2 | $250M | Buy |
1,374,792
+152,391
| +12% | +$27.7M | 0.09% | 212 |
|
|
2022
Q1 | $234M | Sell |
1,222,401
-120,505
| -9% | -$23.1M | 0.07% | 241 |
|
|
2021
Q4 | $317M | Buy |
1,342,906
+16,861
| +1% | +$3.98M | 0.09% | 203 |
|
|
2021
Q3 | $274M | Sell |
1,326,045
-16,989
| -1% | -$3.52M | 0.08% | 210 |
|
|
2021
Q2 | $296M | Buy |
1,343,034
+130,388
| +11% | +$28.7M | 0.09% | 202 |
|
|
2021
Q1 | $254M | Buy |
1,212,646
+65,387
| +6% | +$13.7M | 0.08% | 216 |
|
|
2020
Q4 | $229M | Buy |
1,147,259
+249,912
| +28% | +$49.8M | 0.07% | 229 |
|
|
2020
Q3 | $164M | Buy |
897,347
+721,220
| +409% | +$132M | 0.06% | 246 |
|
|
2020
Q2 | $27.8M | Sell |
176,127
-7,803
| -4% | -$1.23M | 0.01% | 507 |
|
|
2020
Q1 | $25.4M | Sell |
183,930
-282,020
| -61% | -$39M | 0.01% | 473 |
|
|
2019
Q4 | $80.1M | Buy |
465,950
+60,186
| +15% | +$10.4M | 0.03% | 363 |
|
|
2019
Q3 | $66.5M | Buy |
405,764
+81,336
| +25% | +$13.3M | 0.03% | 377 |
|
|
2019
Q2 | $55.8M | Buy |
324,428
+93,031
| +40% | +$16M | 0.02% | 394 |
|
|
2019
Q1 | $35.1M | Buy |
+231,397
| New | +$35.1M | 0.01% | 436 |
|