Revisor Wealth Management’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $808K | Buy |
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|
2025
Q2 | $617K | Sell |
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|
2025
Q1 | $455K | Buy |
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|
2024
Q4 | $370K | Sell |
|
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|
2024
Q3 | $608K | Buy |
|
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|
2024
Q2 | $406K | Sell |
|
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|
2024
Q1 | $568K | Buy |
|
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|
2023
Q4 | $217K | Sell |
|
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|
2023
Q3 | $431K | Buy |
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|
2023
Q2 | $251K | Sell |
|
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|
2023
Q1 | $252K | Buy |
|