Wealthfront Advisers’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.06M | Buy |
109,431
+84,128
| +332% | +$4.66M | 0.02% | 340 |
|
|
2025
Q1 | $4.19M | Buy |
25,303
+2,724
| +12% | +$451K | 0.01% | 392 |
|
|
2024
Q4 | $3.99M | Buy |
22,579
+3,473
| +18% | +$614K | 0.01% | 382 |
|
|
2024
Q3 | $2.66M | Buy |
19,106
+9,000
| +89% | +$1.25M | 0.01% | 440 |
|
|
2024
Q2 | $1.24M | Buy |
10,106
+423
| +4% | +$51.9K | ﹤0.01% | 586 |
|
|
2024
Q1 | $1.08M | Sell |
9,683
-117
| -1% | -$13.1K | ﹤0.01% | 600 |
|
|
2023
Q4 | $812K | Sell |
9,800
-12,790
| -57% | -$1.06M | ﹤0.01% | 622 |
|
|
2023
Q3 | $1.96M | Buy |
22,590
+12,852
| +132% | +$1.11M | 0.01% | 424 |
|
|
2023
Q2 | $809K | Buy |
9,738
+5,479
| +129% | +$455K | ﹤0.01% | 592 |
|
|
2023
Q1 | $352K | Buy |
4,259
+456
| +12% | +$37.6K | ﹤0.01% | 727 |
|
|
2022
Q4 | $275K | Buy |
3,803
+320
| +9% | +$23.2K | ﹤0.01% | 731 |
|
|
2022
Q3 | $223K | Buy |
+3,483
| New | +$223K | ﹤0.01% | 738 |
|