Integrated Wealth Concepts’s Cushman & Wakefield CWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Buy |
32,921
+685
| +2% | +$7.58K | ﹤0.01% | 1454 |
|
|
2025
Q1 | $329K | Buy |
32,236
+77
| +0.2% | +$787 | ﹤0.01% | 1357 |
|
|
2024
Q4 | $421K | Buy |
32,159
+57
| +0.2% | +$746 | ﹤0.01% | 1210 |
|
|
2024
Q3 | $438K | Sell |
32,102
-4,242
| -12% | -$57.8K | 0.01% | 1146 |
|
|
2024
Q2 | $378K | Hold |
36,344
| – | – | 0.01% | 1181 |
|
|
2024
Q1 | $380K | Buy |
36,344
+7,682
| +27% | +$80.4K | 0.01% | 1182 |
|
|
2023
Q4 | $310K | Buy |
28,662
+5,441
| +23% | +$58.8K | 0.01% | 1254 |
|
|
2023
Q3 | $177K | Hold |
23,221
| – | – | ﹤0.01% | 1433 |
|
|
2023
Q2 | $190K | Buy |
+23,221
| New | +$190K | ﹤0.01% | 1438 |
|