Integrated Wealth Concepts’s CyberArk CYBR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.11M Buy
12,561
+3,406
+37% +$1.39M 0.05% 326
2025
Q1
$3.09M Buy
9,155
+828
+10% +$280K 0.04% 456
2024
Q4
$2.77M Buy
8,327
+6,750
+428% +$2.25M 0.03% 453
2024
Q3
$460K Sell
1,577
-311
-16% -$90.7K 0.01% 1120
2024
Q2
$516K Buy
1,888
+878
+87% +$240K 0.01% 1032
2024
Q1
$268K Buy
+1,010
New +$268K ﹤0.01% 1381