O'Brien Greene & Co’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 | $15.6M | Sell |
281,689
-9,223
| -3% | -$511K | 5.11% | 1 |
|
|
2025
Q1 | $12M | Sell |
290,912
-12,732
| -4% | -$527K | 4.04% | 4 |
|
|
2024
Q4 | $13.4M | Sell |
303,644
-23,228
| -7% | -$1.03M | 4.35% | 3 |
|
|
2024
Q3 | $11.4M | Sell |
326,872
-19,052
| -6% | -$664K | 3.55% | 3 |
|
|
2024
Q2 | $10.6M | Sell |
345,924
-2,400
| -0.7% | -$73.6K | 3.36% | 4 |
|
|
2024
Q1 | $9.73M | Buy |
348,324
+3,724
| +1% | +$104K | 3.2% | 4 |
|
|
2023
Q4 | $7.14M | Buy |
344,600
+2,520
| +0.7% | +$52.2K | 2.51% | 13 |
|
|
2023
Q3 | $7.4M | Buy |
342,080
+5,408
| +2% | +$117K | 2.71% | 11 |
|
|
2023
Q2 | $6.99M | Buy |
336,672
+108,224
| +47% | +$2.25M | 2.43% | 14 |
|
|
2023
Q1 | $4.72M | Buy |
228,448
+1,600
| +0.7% | +$33K | 1.77% | 23 |
|
|
2022
Q4 | $4.1M | Buy |
+226,848
| New | +$4.1M | 1.56% | 26 |
|