WIM
Weitz Investment Management’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.3M | Buy |
406,225
+5,000
| +1% | +$878K | 3.84% | 8 |
|
|
2025
Q1 | $72.6M | Buy |
401,225
+70,725
| +21% | +$12.8M | 3.86% | 6 |
|
|
2024
Q4 | $69.2M | Buy |
330,500
+47,850
| +17% | +$10M | 3.57% | 8 |
|
|
2024
Q3 | $60.6M | Buy |
282,650
+45,250
| +19% | +$9.71M | 2.99% | 12 |
|
|
2024
Q2 | $47.8M | Buy |
237,400
+170,500
| +255% | +$34.3M | 2.51% | 14 |
|
|
2024
Q1 | $16.3M | Hold |
66,900
| – | – | 0.82% | 36 |
|
|
2023
Q4 | $14.5M | Hold |
66,900
| – | – | 0.77% | 39 |
|
|
2023
Q3 | $13.9M | Buy |
66,900
+100
| +0.1% | +$20.8K | 0.77% | 39 |
|
|
2023
Q2 | $14.4M | Sell |
66,800
-300
| -0.4% | -$64.6K | 0.77% | 38 |
|
|
2023
Q1 | $15.5M | Hold |
67,100
| – | – | 0.89% | 37 |
|
|
2022
Q4 | $15.3M | Sell |
67,100
-5,000
| -7% | -$1.14M | 0.87% | 36 |
|
|
2022
Q3 | $14.4M | Sell |
72,100
-1,000
| -1% | -$200K | 0.85% | 36 |
|
|
2022
Q2 | $13.3M | Buy |
73,100
+1,200
| +2% | +$218K | 0.69% | 45 |
|
|
2022
Q1 | $13.8M | Buy |
71,900
+1,456
| +2% | +$279K | 0.61% | 45 |
|
|
2021
Q4 | $16.6M | Buy |
70,444
+744
| +1% | +$176K | 0.67% | 44 |
|
|
2021
Q3 | $14.4M | Hold |
69,700
| – | – | 0.6% | 44 |
|
|
2021
Q2 | $15.3M | Hold |
69,700
| – | – | 0.65% | 44 |
|
|
2021
Q1 | $14.6M | Hold |
69,700
| – | – | 0.64% | 44 |
|
|
2020
Q4 | $13.9M | Hold |
69,700
| – | – | 0.59% | 46 |
|
|
2020
Q3 | $12.7M | Hold |
69,700
| – | – | 0.6% | 46 |
|
|
2020
Q2 | $11M | Buy |
69,700
+6,306
| +10% | +$997K | 0.55% | 45 |
|
|
2020
Q1 | $8.76M | Buy |
+63,394
| New | +$8.76M | 0.46% | 48 |
|