Wellington Management Group’s IBEX IBEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.4M | Sell |
356,121
-20,354
| -5% | -$592K | ﹤0.01% | 1198 |
|
2025
Q1 | $9.17M | Sell |
376,475
-168,700
| -31% | -$4.11M | ﹤0.01% | 1221 |
|
2024
Q4 | $11.7M | Buy |
545,175
+23,800
| +5% | +$511K | ﹤0.01% | 1144 |
|
2024
Q3 | $10.4M | Sell |
521,375
-258,621
| -33% | -$5.17M | ﹤0.01% | 1163 |
|
2024
Q2 | $12.6M | Hold |
779,996
| – | – | ﹤0.01% | 1098 |
|
2024
Q1 | $12M | Buy |
779,996
+83,800
| +12% | +$1.29M | ﹤0.01% | 1080 |
|
2023
Q4 | $13.2M | Sell |
696,196
-23,000
| -3% | -$437K | ﹤0.01% | 1040 |
|
2023
Q3 | $11.1M | Buy |
719,196
+102,500
| +17% | +$1.58M | ﹤0.01% | 1076 |
|
2023
Q2 | $13.1M | Buy |
616,696
+61,800
| +11% | +$1.31M | ﹤0.01% | 1040 |
|
2023
Q1 | $13.5M | Sell |
554,896
-20,600
| -4% | -$503K | ﹤0.01% | 1026 |
|
2022
Q4 | $14.3M | Hold |
575,496
| – | – | ﹤0.01% | 991 |
|
2022
Q3 | $10.7M | Buy |
575,496
+170,800
| +42% | +$3.17M | ﹤0.01% | 1086 |
|
2022
Q2 | $6.83M | Buy |
404,696
+18,941
| +5% | +$320K | ﹤0.01% | 1212 |
|
2022
Q1 | $6.15M | Buy |
385,755
+18,455
| +5% | +$294K | ﹤0.01% | 1340 |
|
2021
Q4 | $4.73M | Buy |
367,300
+101,000
| +38% | +$1.3M | ﹤0.01% | 1472 |
|
2021
Q3 | $4.53M | Buy |
266,300
+95,407
| +56% | +$1.62M | ﹤0.01% | 1533 |
|
2021
Q2 | $3.34M | Buy |
+170,893
| New | +$3.34M | ﹤0.01% | 1588 |
|