Summit Partners Public Asset Management’s IES Holdings IESC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-53,000
| Closed | -$8.75M | – | 97 |
|
|
2025
Q1 | $8.75M | Sell |
53,000
-30,801
| -37% | -$5.09M | 0.22% | 46 |
|
|
2024
Q4 | $16.8M | Sell |
83,801
-35,637
| -30% | -$7.16M | 0.32% | 47 |
|
|
2024
Q3 | $23.8M | Buy |
119,438
+74,438
| +165% | +$14.9M | 0.74% | 33 |
|
|
2024
Q2 | $6.27M | Buy |
+45,000
| New | +$6.27M | 0.24% | 58 |
|