Integrated Wealth Concepts’s Logitech LOGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,550
Closed -$215K 1959
2025
Q1
$215K Sell
2,550
-297
-10% -$25.1K ﹤0.01% 1582
2024
Q4
$234K Sell
2,847
-277
-9% -$22.8K ﹤0.01% 1516
2024
Q3
$280K Buy
3,124
+9
+0.3% +$808 ﹤0.01% 1382
2024
Q2
$302K Buy
3,115
+14
+0.5% +$1.36K ﹤0.01% 1316
2024
Q1
$277K Buy
3,101
+938
+43% +$83.8K ﹤0.01% 1360
2023
Q4
$206K Buy
+2,163
New +$206K ﹤0.01% 1450