Wells Fargo’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 | $190M | Sell |
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|
2025
Q1 | $144M | Sell |
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|
2024
Q4 | $167M | Sell |
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|
2024
Q3 | $140M | Buy |
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|
2024
Q2 | $101M | Sell |
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|
2024
Q1 | $103M | Sell |
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|
2023
Q4 | $80.3M | Buy |
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|
2023
Q3 | $82.7M | Sell |
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|
2023
Q2 | $87.2M | Buy |
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|
2023
Q1 | $85.1M | Buy |
|
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|
2022
Q4 | $73.5M | Sell |
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|
2022
Q3 | $65.6M | Sell |
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|
2022
Q2 | $57.3M | Sell |
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|
2022
Q1 | $71.4M | Buy |
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|
2021
Q4 | $71M | Buy |
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|
2021
Q3 | $51.1M | Buy |
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|
2021
Q2 | $52.8M | Sell |
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|
2021
Q1 | $83.5M | Buy |
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|
2020
Q4 | $54M | Buy |
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|
2020
Q3 | $42.3M | Buy |
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|
2020
Q2 | $35.9M | Buy |
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|
2020
Q1 | $32.2M | Buy |
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|
2019
Q4 | $32.1M | Sell |
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|
2019
Q3 | $39.6M | Sell |
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|
2019
Q2 | $40.5M | Sell |
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|
2019
Q1 | $39M | Buy |
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|
2018
Q4 | $21.7M | Sell |
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|
2018
Q3 | $22.8M | Sell |
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|
2018
Q2 | $27.1M | Buy |
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|
2018
Q1 | $20M | Buy |
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|
2017
Q4 | $16.5M | Sell |
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|
2017
Q3 | $13.6M | Sell |
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|
2017
Q2 | $16.8M | Buy |
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|
2017
Q1 | $13.5M | Buy |
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|
2016
Q4 | $10.4M | Buy |
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|
2016
Q3 | $1.85M | Sell |
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|
2016
Q2 | $2.31M | Sell |
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|
2016
Q1 | $2.67M | Buy |
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|
2015
Q4 | $2.33M | Buy |
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|
2015
Q3 | $684K | Buy |
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|
2015
Q2 | $600K | Buy |
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|
2015
Q1 | $347K | Buy |
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|
2014
Q4 | $155K | Buy |
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|
2014
Q3 | $129K | Sell |
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|
2014
Q2 | $316K | Buy |
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|
2014
Q1 | $179K | Buy |
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|
2013
Q4 | $34K | Sell |
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|
2013
Q3 | $2.8M | Sell |
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|
2013
Q2 | $3.21M | Buy |
|