Integrated Wealth Concepts’s Allison Transmission ALSN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$649K	Buy	+6,827	New	+$649K	0.01%	1135
2025 Q1	–	Sell	-6,251	Closed	-$675K	–	1740
2024 Q4	$675K	Buy	6,251 +2,831	+83%	+$306K	0.01%	991
2024 Q3	$329K	Buy	+3,420	New	+$329K	﹤0.01%	1278