Ida shares owned by Journey Strategic Wealth
Historical chart of Journey Strategic Wealth investment in Ida
Tip: Access up to 7 years of quarterly data
All positions including Ida held by Journey Strategic Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ida by Journey Strategic Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $616k | 4.7k | 132.30 |
| 2025-06-30 | $596k | 5.2k | 115.45 |
| 2025-03-31 | $540k | 4.7k | 116.22 |
| 2024-12-31 | $459k | 4.2k | 109.29 |
| 2024-09-30 | $416k | 4.0k | 103.09 |
| 2024-06-30 | $321k | 3.4k | 93.18 |
| 2024-03-31 | $202k | 2.2k | 92.90 |
| 2023-12-31 | $251k | 2.6k | 98.30 |
| 2023-03-31 | $345k | 3.2k | 108.35 |
| 2022-12-31 | $228k | 2.1k | 108.64 |