Warther Private Wealth’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
Q2
$915K Sell
2025
Q1
$10.9M Buy
2024
Q4
$10.1M Sell
2024
Q3
$9M Buy
2024
Q2
$3.92M Buy
2024
Q1
$3.16M Sell
2023
Q4
$2.43M Buy