Welch Group’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Hold |
3,700
| – | – | 0.03% | 131 |
|
|
2025
Q1 | $669K | Hold |
3,700
| – | – | 0.03% | 121 |
|
|
2024
Q4 | $773K | Hold |
3,700
| – | – | 0.03% | 114 |
|
|
2024
Q3 | $794K | Hold |
3,700
| – | – | 0.03% | 109 |
|
|
2024
Q2 | $744K | Buy |
3,700
+1,000
| +37% | +$201K | 0.04% | 112 |
|
|
2024
Q1 | $659K | Hold |
2,700
| – | – | 0.03% | 109 |
|
|
2023
Q4 | $586K | Buy |
2,700
+700
| +35% | +$152K | 0.03% | 113 |
|
|
2023
Q3 | $416K | Hold |
2,000
| – | – | 0.02% | 121 |
|
|
2023
Q2 | $431K | Hold |
2,000
| – | – | 0.02% | 120 |
|
|
2023
Q1 | $462K | Hold |
2,000
| – | – | 0.03% | 114 |
|
|
2022
Q4 | $457K | Sell |
2,000
-196
| -9% | -$44.8K | 0.03% | 122 |
|
|
2022
Q3 | $439K | Hold |
2,196
| – | – | 0.03% | 105 |
|
|
2022
Q2 | $399K | Hold |
2,196
| – | – | 0.02% | 117 |
|
|
2022
Q1 | $421K | Hold |
2,196
| – | – | 0.02% | 130 |
|
|
2021
Q4 | $519K | Hold |
2,196
| – | – | 0.03% | 122 |
|
|
2021
Q3 | $454K | Hold |
2,196
| – | – | 0.03% | 113 |
|
|
2021
Q2 | $483K | Hold |
2,196
| – | – | 0.03% | 110 |
|
|
2021
Q1 | $460K | Buy |
+2,196
| New | +$460K | 0.03% | 110 |
|