Integrated Wealth Concepts’s Franklin Universal Trust FT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $965K | Hold |
|
|||||
|
2025
Q1 | $953K | Sell |
|
|||||
|
2024
Q4 | $926K | Hold |
|
|||||
|
2024
Q3 | $958K | Buy |
|
|||||
|
2024
Q2 | $771K | Hold |
|
|||||
|
2024
Q1 | $752K | Sell |
|
|||||
|
2023
Q4 | $758K | Sell |
|
|||||
|
2023
Q3 | $742K | Sell |
|
|||||
|
2023
Q2 | $790K | Sell |
|
|||||
|
2023
Q1 | $858K | Buy |
|
|||||
|
2022
Q4 | $734K | Buy |
|
|||||
|
2022
Q3 | $660K | Buy |
|
|||||
|
2022
Q2 | $662K | Buy |
|