Wells Fargo’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Sell |
15,774
-99
| -0.6% | -$17.4K | ﹤0.01% | 2662 |
|
|
2025
Q1 | $2.87M | Sell |
15,873
-2,243
| -12% | -$406K | ﹤0.01% | 2545 |
|
|
2024
Q4 | $3.79M | Sell |
18,116
-30,300
| -63% | -$6.34M | ﹤0.01% | 2337 |
|
|
2024
Q3 | $10.4M | Sell |
48,416
-1,203
| -2% | -$258K | ﹤0.01% | 1643 |
|
|
2024
Q2 | $9.98M | Sell |
49,619
-7,980
| -14% | -$1.61M | ﹤0.01% | 1595 |
|
|
2024
Q1 | $14.1M | Buy |
57,599
+26,940
| +88% | +$6.57M | ﹤0.01% | 1348 |
|
|
2023
Q4 | $6.66M | Sell |
30,659
-2,250
| -7% | -$488K | ﹤0.01% | 1824 |
|
|
2023
Q3 | $6.85M | Sell |
32,909
-28,788
| -47% | -$5.99M | ﹤0.01% | 1749 |
|
|
2023
Q2 | $13.3M | Buy |
61,697
+5,441
| +10% | +$1.17M | ﹤0.01% | 1328 |
|
|
2023
Q1 | $13M | Sell |
56,256
-6,382
| -10% | -$1.47M | ﹤0.01% | 1344 |
|
|
2022
Q4 | $14.3M | Buy |
62,638
+7,590
| +14% | +$1.73M | ﹤0.01% | 1257 |
|
|
2022
Q3 | $11M | Buy |
55,048
+4,419
| +9% | +$883K | ﹤0.01% | 1392 |
|
|
2022
Q2 | $9.19M | Sell |
50,629
-31,034
| -38% | -$5.64M | ﹤0.01% | 1559 |
|
|
2022
Q1 | $15.7M | Sell |
81,663
-4,661
| -5% | -$894K | ﹤0.01% | 1423 |
|
|
2021
Q4 | $20.4M | Sell |
86,324
-84,737
| -50% | -$20M | 0.01% | 1267 |
|
|
2021
Q3 | $35.4M | Sell |
171,061
-8,199
| -5% | -$1.7M | 0.01% | 1246 |
|
|
2021
Q2 | $39.4M | Buy |
179,260
+2,600
| +1% | +$572K | 0.01% | 1196 |
|
|
2021
Q1 | $37M | Sell |
176,660
-34,427
| -16% | -$7.21M | 0.01% | 1197 |
|
|
2020
Q4 | $42M | Buy |
211,087
+14,098
| +7% | +$2.81M | 0.01% | 1077 |
|
|
2020
Q3 | $35.9M | Buy |
196,989
+13,269
| +7% | +$2.42M | 0.01% | 1032 |
|
|
2020
Q2 | $29M | Sell |
183,720
-52,185
| -22% | -$8.25M | 0.01% | 1136 |
|
|
2020
Q1 | $32.6M | Sell |
235,905
-47,998
| -17% | -$6.63M | 0.01% | 966 |
|
|
2019
Q4 | $48.8M | Buy |
283,903
+2,680
| +1% | +$461K | 0.01% | 939 |
|
|
2019
Q3 | $46.1M | Buy |
281,223
+40,673
| +17% | +$6.67M | 0.01% | 955 |
|
|
2019
Q2 | $41.4M | Sell |
240,550
-2,984
| -1% | -$514K | 0.01% | 1020 |
|
|
2019
Q1 | $37M | Sell |
243,534
-3,763
| -2% | -$571K | 0.01% | 1071 |
|
|
2018
Q4 | $31.2M | Buy |
247,297
+3,223
| +1% | +$407K | 0.01% | 1092 |
|
|
2018
Q3 | $36.8M | Buy |
244,074
+5,377
| +2% | +$810K | 0.01% | 1127 |
|
|
2018
Q2 | $32.6M | Buy |
238,697
+25,187
| +12% | +$3.44M | 0.01% | 1171 |
|
|
2018
Q1 | $30.4M | Buy |
213,510
+7,209
| +3% | +$1.03M | 0.01% | 1186 |
|
|
2017
Q4 | $27.2M | Buy |
206,301
+9,436
| +5% | +$1.25M | 0.01% | 1261 |
|
|
2017
Q3 | $23.9M | Buy |
196,865
+10,399
| +6% | +$1.26M | 0.01% | 1296 |
|
|
2017
Q2 | $21.1M | Sell |
186,466
-1,005
| -0.5% | -$114K | 0.01% | 1351 |
|
|
2017
Q1 | $17.5M | Sell |
187,471
-36,080
| -16% | -$3.37M | 0.01% | 1460 |
|
|
2016
Q4 | $20.1M | Sell |
223,551
-263,698
| -54% | -$23.7M | 0.01% | 1343 |
|
|
2016
Q3 | $45.6M | Sell |
487,249
-21,682
| -4% | -$2.03M | 0.02% | 828 |
|
|
2016
Q2 | $41.8M | Sell |
508,931
-13,368
| -3% | -$1.1M | 0.02% | 858 |
|
|
2016
Q1 | $43.3M | Buy |
522,299
+8,081
| +2% | +$670K | 0.02% | 840 |
|
|
2015
Q4 | $39.4M | Sell |
514,218
-82,922
| -14% | -$6.35M | 0.02% | 887 |
|
|
2015
Q3 | $42.6M | Sell |
597,140
-5,100
| -0.8% | -$364K | 0.02% | 827 |
|
|
2015
Q2 | $47.4M | Sell |
602,240
-43,544
| -7% | -$3.43M | 0.02% | 836 |
|
|
2015
Q1 | $49M | Buy |
645,784
+107,203
| +20% | +$8.13M | 0.02% | 813 |
|
|
2014
Q4 | $41.9M | Sell |
538,581
-5,731
| -1% | -$446K | 0.02% | 848 |
|
|
2014
Q3 | $39.4M | Sell |
544,312
-225,027
| -29% | -$16.3M | 0.02% | 859 |
|
|
2014
Q2 | $62.1M | Buy |
769,339
+18,608
| +2% | +$1.5M | 0.03% | 671 |
|
|
2014
Q1 | $54.7M | Sell |
750,731
-23,132
| -3% | -$1.69M | 0.02% | 720 |
|
|
2013
Q4 | $57.1M | Sell |
773,863
-20,289
| -3% | -$1.5M | 0.02% | 683 |
|
|
2013
Q3 | $51.8M | Sell |
794,152
-48,113
| -6% | -$3.14M | 0.02% | 664 |
|
|
2013
Q2 | $45.3M | Buy |
+842,265
| New | +$45.3M | 0.02% | 677 |
|