Wedmont Private Capital’s Interactive Brokers IBKR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$304K	Buy	5,264 +76	+1%	+$4.4K	0.01%	567
2025 Q1	$222K	Buy	5,188 +64	+1%	+$2.74K	0.01%	616
2024 Q4	$237K	Buy	+5,124	New	+$237K	0.01%	607