PWP
IBTX

Precedent Wealth Partners’s Independent Bank Group, Inc. IBTX Stock Holding History

Precedent Wealth Partners’s Portfolio IBTX Stock Details IBTX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,693
Closed -$406K – 164
2024
Q4 		$406K Sell
6,693
-500
-7% -$30.3K 0.13% 124
2024
Q3 		$415K Buy
+7,193
New +$415K 0.14% 114