Wellington Management Group’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514M | Buy |
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|
2025
Q1 | $163M | Sell |
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|
2024
Q4 | $264M | Buy |
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|
2024
Q3 | $2.49M | Sell |
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|
2024
Q2 | $6.22M | Buy |
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|
2024
Q1 | $4.52M | Sell |
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|
2023
Q4 | $4.14M | Buy |
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|
2023
Q3 | $1.91M | Buy |
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|
2023
Q2 | $1.83M | Buy |
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|
2023
Q1 | $738K | Sell |
|
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|
2022
Q4 | $1.1M | Buy |
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|
2022
Q3 | $621K | Sell |
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|
2022
Q2 | $773K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $511K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $3.02M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $4.34M | Sell |
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|
2017
Q3 | $4.76M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $12.6M | Buy |
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|
2015
Q3 | $9.73M | Buy |
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|
2015
Q2 | $8.86M | Sell |
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|
2015
Q1 | $9.69M | Buy |
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|
2014
Q4 | $8.22M | Buy |
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|
2014
Q3 | $950K | Buy |
|