Westfield Capital Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $64.8M | Sell |
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|
2025
Q2 | $77M | Sell |
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|
2025
Q1 | $80.6M | Buy |
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|
2024
Q4 | $74.1M | Sell |
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|
2024
Q3 | $76.4M | Sell |
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|
2024
Q2 | $78.7M | Buy |
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|
2024
Q1 | $87.8M | Sell |
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|
2023
Q4 | $80.5M | Buy |
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|
2023
Q3 | $74.9M | Buy |
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|
2023
Q2 | $75.5M | Buy |
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|
2023
Q1 | $73.3M | Sell |
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|
2022
Q4 | $136M | Buy |
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|
2022
Q3 | $118M | Buy |
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|
2022
Q2 | $106M | Buy |
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|
2022
Q1 | $101M | Buy |
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|
2021
Q4 | $114M | Sell |
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|
2021
Q3 | $107M | Sell |
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|
2021
Q2 | $118M | Buy |
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|
2021
Q1 | $106M | Buy |
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|
2020
Q4 | $97.3M | Buy |
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|
2020
Q3 | $37.2M | Buy |
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|
2020
Q2 | $26.8M | Buy |
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|
2020
Q1 | $19.2M | Buy |
|