Integrated Wealth Concepts’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Buy |
6,320
+2,505
| +66% | +$126K | ﹤0.01% | 1519 |
|
|
2025
Q1 | $226K | Buy |
3,815
+225
| +6% | +$13.3K | ﹤0.01% | 1561 |
|
|
2024
Q4 | $257K | Buy |
3,590
+211
| +6% | +$15.1K | ﹤0.01% | 1459 |
|
|
2024
Q3 | $294K | Sell |
3,379
-476
| -12% | -$41.4K | ﹤0.01% | 1356 |
|
|
2024
Q2 | $364K | Buy |
3,855
+78
| +2% | +$7.37K | 0.01% | 1202 |
|
|
2024
Q1 | $368K | Buy |
3,777
+766
| +25% | +$74.6K | 0.01% | 1203 |
|
|
2023
Q4 | $254K | Buy |
3,011
+466
| +18% | +$39.3K | ﹤0.01% | 1345 |
|
|
2023
Q3 | $208K | Buy |
+2,545
| New | +$208K | ﹤0.01% | 1394 |
|