Welch Group’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $602K | Hold |
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|
2025
Q2 | $650K | Hold |
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|
2025
Q1 | $669K | Hold |
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|
2024
Q4 | $773K | Hold |
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|
2024
Q3 | $794K | Hold |
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|
2024
Q2 | $744K | Buy |
|
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|
2024
Q1 | $659K | Hold |
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|
2023
Q4 | $586K | Buy |
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|
2023
Q3 | $416K | Hold |
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|
2023
Q2 | $431K | Hold |
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|
2023
Q1 | $462K | Hold |
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|
2022
Q4 | $457K | Sell |
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|
2022
Q3 | $439K | Hold |
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|
2022
Q2 | $399K | Hold |
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|
2022
Q1 | $421K | Hold |
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|
2021
Q4 | $519K | Hold |
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|
2021
Q3 | $454K | Hold |
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|
2021
Q2 | $483K | Hold |
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|
2021
Q1 | $460K | Buy |
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