Mawer Investment Management’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25M | Sell |
452,048
-71,356
| -14% | -$3.95M | 0.13% | 84 |
|
|
2025
Q1 | $21.7M | Buy |
523,404
+11,412
| +2% | +$472K | 0.1% | 79 |
|
|
2024
Q4 | $22.6M | Buy |
511,992
+43,764
| +9% | +$1.93M | 0.1% | 77 |
|
|
2024
Q3 | $16.3M | Buy |
468,228
+14,608
| +3% | +$509K | 0.07% | 80 |
|
|
2024
Q2 | $13.9M | Buy |
453,620
+249,552
| +122% | +$7.65M | 0.07% | 82 |
|
|
2024
Q1 | $5.7M | Buy |
+204,068
| New | +$5.7M | 0.03% | 97 |
|