Westfield Capital Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77M | Sell |
438,664
-6,539
| -1% | -$1.15M | 0.32% | 93 |
|
|
2025
Q1 | $80.6M | Buy |
445,203
+90,947
| +26% | +$16.5M | 0.39% | 72 |
|
|
2024
Q4 | $74.1M | Sell |
354,256
-1,902
| -0.5% | -$398K | 0.32% | 91 |
|
|
2024
Q3 | $76.4M | Sell |
356,158
-34,982
| -9% | -$7.5M | 0.35% | 93 |
|
|
2024
Q2 | $78.7M | Buy |
391,140
+31,260
| +9% | +$6.29M | 0.39% | 77 |
|
|
2024
Q1 | $87.8M | Sell |
359,880
-10,925
| -3% | -$2.67M | 0.46% | 71 |
|
|
2023
Q4 | $80.5M | Buy |
370,805
+10,742
| +3% | +$2.33M | 0.47% | 76 |
|
|
2023
Q3 | $74.9M | Buy |
360,063
+9,266
| +3% | +$1.93M | 0.51% | 67 |
|
|
2023
Q2 | $75.5M | Buy |
350,797
+33,579
| +11% | +$7.23M | 0.48% | 75 |
|
|
2023
Q1 | $73.3M | Sell |
317,218
-278,062
| -47% | -$64.2M | 0.52% | 67 |
|
|
2022
Q4 | $136M | Buy |
595,280
+5,971
| +1% | +$1.36M | 1.05% | 16 |
|
|
2022
Q3 | $118M | Buy |
589,309
+6,518
| +1% | +$1.3M | 0.94% | 19 |
|
|
2022
Q2 | $106M | Buy |
582,791
+56,171
| +11% | +$10.2M | 0.83% | 28 |
|
|
2022
Q1 | $101M | Buy |
526,620
+43,089
| +9% | +$8.26M | 0.65% | 48 |
|
|
2021
Q4 | $114M | Sell |
483,531
-35,396
| -7% | -$8.36M | 0.68% | 46 |
|
|
2021
Q3 | $107M | Sell |
518,927
-15,041
| -3% | -$3.11M | 0.65% | 42 |
|
|
2021
Q2 | $118M | Buy |
533,968
+29,926
| +6% | +$6.59M | 0.7% | 40 |
|
|
2021
Q1 | $106M | Buy |
504,042
+15,597
| +3% | +$3.26M | 0.66% | 51 |
|
|
2020
Q4 | $97.3M | Buy |
488,445
+284,746
| +140% | +$56.7M | 0.58% | 58 |
|
|
2020
Q3 | $37.2M | Buy |
203,699
+34,392
| +20% | +$6.27M | 0.24% | 129 |
|
|
2020
Q2 | $26.8M | Buy |
169,307
+30,499
| +22% | +$4.82M | 0.18% | 141 |
|
|
2020
Q1 | $19.2M | Buy |
+138,808
| New | +$19.2M | 0.17% | 146 |
|