Integrated Wealth Concepts’s Baker Hughes BKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$774K Sell
20,200
-877
-4% -$33.6K 0.01% 1053
2025
Q1
$926K Sell
21,077
-1,926
-8% -$84.6K 0.01% 863
2024
Q4
$944K Buy
23,003
+6,815
+42% +$280K 0.01% 844
2024
Q3
$585K Buy
16,188
+71
+0.4% +$2.57K 0.01% 1015
2024
Q2
$567K Sell
16,117
-2,179
-12% -$76.6K 0.01% 991
2024
Q1
$613K Sell
18,296
-86
-0.5% -$2.88K 0.01% 955
2023
Q4
$628K Sell
18,382
-2,305
-11% -$78.8K 0.01% 904
2023
Q3
$731K Sell
20,687
-4,559
-18% -$161K 0.01% 823
2023
Q2
$798K Buy
25,246
+6,684
+36% +$211K 0.01% 773
2023
Q1
$536K Buy
+18,562
New +$536K 0.01% 826