Sumitomo Mitsui Trust Group’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.5M | Buy |
838,948
+298,978
| +55% | +$16.6M | 0.03% | 470 |
|
|
2025
Q1 | $89.4M | Buy |
539,970
+98,794
| +22% | +$16.4M | 0.06% | 300 |
|
|
2024
Q4 | $77.9M | Sell |
441,176
-158,928
| -26% | -$28.1M | 0.05% | 338 |
|
|
2024
Q3 | $83.6M | Buy |
+600,104
| New | +$83.6M | 0.06% | 325 |
|
|
2021
Q1 | – | Sell |
-1,152,513
| Closed | -$70.2M | – | 1162 |
|
|
2020
Q4 | $70.2M | Sell |
1,152,513
-11,003
| -0.9% | -$670K | 0.05% | 425 |
|
|
2020
Q3 | $56.2M | Sell |
1,163,516
-306,323
| -21% | -$14.8M | 0.04% | 461 |
|
|
2020
Q2 | $61.4M | Buy |
1,469,839
+756,145
| +106% | +$31.6M | 0.04% | 434 |
|
|
2020
Q1 | $30.8M | Buy |
713,694
+186,764
| +35% | +$8.06M | 0.03% | 560 |
|
|
2019
Q4 | $24.6M | Sell |
526,930
-473,608
| -47% | -$22.1M | 0.02% | 642 |
|
|
2019
Q3 | $53.8M | Sell |
1,000,538
-15,966
| -2% | -$859K | 0.05% | 421 |
|
|
2019
Q2 | $55.1M | Buy |
1,016,504
+98,653
| +11% | +$5.35M | 0.05% | 401 |
|
|
2019
Q1 | $47.6M | Sell |
917,851
-41,619
| -4% | -$2.16M | 0.04% | 440 |
|
|
2018
Q4 | $51.1M | Sell |
959,470
-358,640
| -27% | -$19.1M | 0.06% | 364 |
|
|
2018
Q3 | $72.9M | Buy |
1,318,110
+308,908
| +31% | +$17.1M | 0.08% | 274 |
|
|
2018
Q2 | $65M | Buy |
1,009,202
+90,370
| +10% | +$5.82M | 0.08% | 285 |
|
|
2018
Q1 | $61.8M | Buy |
918,832
+772,732
| +529% | +$52M | 0.08% | 278 |
|
|
2017
Q4 | $8.65M | Buy |
+146,100
| New | +$8.65M | 0.01% | 671 |
|