PWMG
IBTX

Private Wealth Management Group’s Independent Bank Group, Inc. IBTX Stock Holding History

Private Wealth Management Group’s Portfolio IBTX Stock Details IBTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-39
Closed -$2.37K – 1619
2024
Q4 		$2.37K Hold
39
– – ﹤0.01% 1025
2024
Q3 		$2.25K Hold
39
– – ﹤0.01% 1012
2024
Q2 		$1.78K Hold
39
– – ﹤0.01% 1092
2024
Q1 		$1.78K Hold
39
– – ﹤0.01% 1024
2023
Q4 		$1.99K Buy
+39
New +$1.58K ﹤0.01% 985

Other funds holding IBTX

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Private Wealth Management Group's IBTX Position: Q1 2025 in Review

Private Wealth Management Group sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 39 shares — an estimated $2.37K sold.

Private Wealth Management Group first reported a position in IBTX in Q4 2023 and held it in 5 quarters. The position peaked at $2.37K in Q4 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

  • Private Wealth Management Group reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 39 Independent Bank Group, Inc. shares in Q1 2025, an estimated $2.37K.
  • Private Wealth Management Group first reported a position in Independent Bank Group, Inc. in Q4 2023 and held it in 5 quarters.
  • Private Wealth Management Group's Independent Bank Group, Inc. position peaked at $2.37K in Q4 2024.
  • 0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.