Integrated Wealth Concepts’s FTI Consulting FCN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $287K | Sell |
1,777
-444
| -20% | -$71.7K | ﹤0.01% | 1573 |
|
2025
Q1 | $364K | Buy |
2,221
+103
| +5% | +$16.9K | ﹤0.01% | 1302 |
|
2024
Q4 | $405K | Buy |
2,118
+5
| +0.2% | +$956 | ﹤0.01% | 1222 |
|
2024
Q3 | $481K | Sell |
2,113
-93
| -4% | -$21.2K | 0.01% | 1103 |
|
2024
Q2 | $475K | Buy |
2,206
+12
| +0.5% | +$2.59K | 0.01% | 1069 |
|
2024
Q1 | $461K | Buy |
2,194
+4
| +0.2% | +$841 | 0.01% | 1083 |
|
2023
Q4 | $436K | Buy |
2,190
+14
| +0.6% | +$2.79K | 0.01% | 1058 |
|
2023
Q3 | $388K | Hold |
2,176
| – | – | 0.01% | 1099 |
|
2023
Q2 | $414K | Buy |
2,176
+10
| +0.5% | +$1.9K | 0.01% | 1076 |
|
2023
Q1 | $427K | Buy |
+2,166
| New | +$427K | 0.01% | 907 |
|