Mission Wealth Management’s IMAX IMAX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $789K | Sell |
28,213
-2,195
| -7% | -$61.4K | 0.02% | 349 |
|
2025
Q1 | $801K | Buy |
30,408
+845
| +3% | +$22.3K | 0.02% | 330 |
|
2024
Q4 | $757K | Sell |
29,563
-14,965
| -34% | -$383K | 0.02% | 323 |
|
2024
Q3 | $913K | Sell |
44,528
-4,876
| -10% | -$100K | 0.02% | 299 |
|
2024
Q2 | $829K | Buy |
49,404
+3
| +0% | +$50 | 0.02% | 297 |
|
2024
Q1 | $799K | Sell |
49,401
-1,186
| -2% | -$19.2K | 0.02% | 320 |
|
2023
Q4 | $760K | Buy |
50,587
+1,737
| +4% | +$26.1K | 0.02% | 280 |
|
2023
Q3 | $944K | Buy |
48,850
+524
| +1% | +$10.1K | 0.04% | 218 |
|
2023
Q2 | $821K | Sell |
48,326
-1,846
| -4% | -$31.4K | 0.03% | 251 |
|
2023
Q1 | $962K | Buy |
50,172
+122
| +0.2% | +$2.34K | 0.04% | 208 |
|
2022
Q4 | $734K | Buy |
50,050
+900
| +2% | +$13.2K | 0.04% | 248 |
|
2022
Q3 | $694K | Buy |
49,150
+1,661
| +3% | +$23.5K | 0.04% | 235 |
|
2022
Q2 | $802K | Buy |
47,489
+7,282
| +18% | +$123K | 0.04% | 216 |
|
2022
Q1 | $761K | Buy |
40,207
+5,481
| +16% | +$104K | 0.04% | 231 |
|
2021
Q4 | $620K | Sell |
34,726
-350
| -1% | -$6.25K | 0.03% | 254 |
|
2021
Q3 | $666K | Buy |
35,076
+1,296
| +4% | +$24.6K | 0.03% | 227 |
|
2021
Q2 | $726K | Buy |
33,780
+24
| +0.1% | +$516 | 0.04% | 213 |
|
2021
Q1 | $678K | Buy |
33,756
+943
| +3% | +$18.9K | 0.04% | 205 |
|
2020
Q4 | $591K | Buy |
32,813
+15,923
| +94% | +$287K | 0.04% | 200 |
|
2020
Q3 | $202K | Buy |
16,890
+2,408
| +17% | +$28.8K | 0.02% | 342 |
|
2020
Q2 | $162K | Buy |
14,482
+3,072
| +27% | +$34.4K | 0.01% | 326 |
|
2020
Q1 | $103K | Buy |
11,410
+154
| +1% | +$1.39K | 0.01% | 288 |
|
2019
Q4 | $230K | Buy |
11,256
+538
| +5% | +$11K | 0.02% | 300 |
|
2019
Q3 | $235K | Sell |
10,718
-40
| -0.4% | -$877 | 0.03% | 279 |
|
2019
Q2 | $217K | Buy |
10,758
+325
| +3% | +$6.56K | 0.02% | 292 |
|
2019
Q1 | $237K | Buy |
+10,433
| New | +$237K | 0.03% | 275 |
|