Stockman Wealth Management’s InterDigital IDCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $227K | Sell |
752
-48
| -6% | -$16.3K | 0.03% | 158 |
|
|
2025
Q4 | $255K | Hold |
800
| – | – | 0.03% | 152 |
|
|
2025
Q3 | $276K | Sell |
800
-200
| -20% | -$54.3K | 0.03% | 148 |
|
|
2025
Q2 | $224K | Hold |
1,000
| – | – | 0.03% | 161 |
|
|
2025
Q1 | $207K | Sell |
1,000
-1,011
| -50% | -$204K | 0.03% | 158 |
|
|
2024
Q4 | $390K | Sell |
2,011
-489
| -20% | -$85.5K | 0.06% | 120 |
|
|
2024
Q3 | $354K | Sell |
2,500
-200
| -7% | -$26.2K | 0.06% | 132 |
|
|
2024
Q2 | $315K | Sell |
2,700
-521
| -16% | -$55.7K | 0.06% | 135 |
|
|
2024
Q1 | $343K | Sell |
3,221
-79
| -2% | -$8.35K | 0.06% | 132 |
|
|
2023
Q4 | $358K | Sell |
3,300
-300
| -8% | -$27.8K | 0.07% | 121 |
|
|
2023
Q3 | $289K | Sell |
3,600
-2,000
| -36% | -$174K | 0.06% | 139 |
|
|
2023
Q2 | $541K | Sell |
5,600
-7,550
| -57% | -$611K | 0.12% | 100 |
|
|
2023
Q1 | $959K | Sell |
13,150
-1,470
| -10% | -$102K | 0.21% | 66 |
|
|
2022
Q4 | $723K | Hold |
14,620
| – | – | 0.17% | 85 |
|
|
2022
Q3 | $591K | Hold |
14,620
| – | – | 0.16% | 84 |
|
|
2022
Q2 | $889K | Hold |
14,620
| – | – | 0.23% | 63 |
|
|
2022
Q1 | $933K | Hold |
14,620
| – | – | 0.19% | 70 |
|
|
2021
Q4 | $1.05M | Hold |
14,620
| – | – | 0.21% | 69 |
|
|
2021
Q3 | $992K | Hold |
14,620
| – | – | 0.22% | 73 |
|
|
2021
Q2 | $1.07M | Hold |
14,620
| – | – | 0.26% | 69 |
|
|
2021
Q1 | $928K | Hold |
14,620
| – | – | 0.26% | 69 |
|
|
2020
Q4 | $887K | Sell |
14,620
-600
| -4% | -$35.9K | 0.27% | 67 |
|
|
2020
Q3 | $868K | Sell |
15,220
-700
| -4% | -$42.1K | 0.32% | 66 |
|
|
2020
Q2 | $902K | Hold |
15,920
| – | – | 0.34% | 64 |
|
|
2020
Q1 | $711K | Sell |
15,920
-200
| -1% | -$10.5K | 0.32% | 64 |
|
|
2019
Q4 | $878K | Sell |
16,120
-250
| -2% | -$13.8K | 0.31% | 65 |
|
|
2019
Q3 | $859K | Hold |
16,370
| – | – | 0.33% | 66 |
|
|
2019
Q2 | $1.05M | Hold |
16,370
| – | – | 0.43% | 59 |
|
|
2019
Q1 | $1.08M | Sell |
16,370
-2,300
| -12% | -$160K | 0.47% | 53 |
|
|
2018
Q4 | $1.24M | Sell |
18,670
-1,000
| -5% | -$72.8K | 0.59% | 50 |
|
|
2018
Q3 | $1.57M | Sell |
19,670
-1,600
| -8% | -$131K | 0.68% | 46 |
|
|
2018
Q2 | $1.72M | Sell |
21,270
-750
| -3% | -$59.7K | 0.79% | 45 |
|
|
2018
Q1 | $1.62M | Sell |
22,020
-1,500
| -6% | -$115K | 0.74% | 47 |
|
|
2017
Q4 | $1.79M | Sell |
23,520
-1,000
| -4% | -$74.7K | 0.8% | 47 |
|
|
2017
Q3 | $1.81M | Sell |
24,520
-1,000
| -4% | -$73.2K | 0.86% | 42 |
|
|
2017
Q2 | $1.97M | Hold |
25,520
| – | – | 1.97% | 13 |
|
|
2017
Q1 | $2.2M | Sell |
25,520
-600
| -2% | -$53.9K | 1.25% | 33 |
|
|
2016
Q4 | $2.39M | Sell |
26,120
-4,730
| -15% | -$379K | 1.45% | 27 |
|
|
2016
Q3 | $2.44M | Buy |
+30,850
| New | +$2.06M | 1.51% | 22 |
|
Other funds holding IDCC
VPM
VCM
DGI
