Integrated Wealth Concepts’s Ball Corp BALL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,900
Closed -$203K 1903
2025
Q1
$203K Buy
3,900
+153
+4% +$7.97K ﹤0.01% 1616
2024
Q4
$207K Sell
3,747
-337
-8% -$18.6K ﹤0.01% 1585
2024
Q3
$277K Sell
4,084
-159
-4% -$10.8K ﹤0.01% 1392
2024
Q2
$255K Sell
4,243
-231
-5% -$13.9K ﹤0.01% 1407
2024
Q1
$301K Buy
4,474
+316
+8% +$21.3K ﹤0.01% 1319
2023
Q4
$239K Buy
+4,158
New +$239K ﹤0.01% 1380