Whitney & Co’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
187,581
+1,261
| +0.7% | +$69.9K | 1.03% | 31 |
|
|
2025
Q1 | $7.71M | Sell |
186,320
-32,992
| -15% | -$1.37M | 0.82% | 46 |
|
|
2024
Q4 | $9.69M | Buy |
219,312
+5,132
| +2% | +$227K | 1.02% | 35 |
|
|
2024
Q3 | $7.46M | Buy |
214,180
+4,188
| +2% | +$146K | 0.8% | 46 |
|
|
2024
Q2 | $6.44M | Buy |
209,992
+9,932
| +5% | +$304K | 0.74% | 44 |
|
|
2024
Q1 | $5.59M | Buy |
+200,060
| New | +$5.59M | 0.67% | 47 |
|