Integrated Wealth Concepts’s Marathon Digital Holdings MARA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$502K	Buy	+61,571	New	+$557K	﹤0.01%	1540
2025 Q4	–	Sell	-14,701	Closed	-$268K	–	1885
2025 Q3	$268K	Buy	+14,701	New	+$248K	﹤0.01%	1691
2025 Q2	–	Sell	-11,073	Closed	-$127K	–	1962
2025 Q1	$127K	Buy	11,073 +991	+10%	+$15.8K	﹤0.01%	1661
2024 Q4	$169K	Buy	+10,082	New	+$204K	﹤0.01%	1630
2023 Q2	–	Sell	-14,557	Closed	-$127K	–	1585
2023 Q1	$127K	Sell	14,557 -5,015	-26%	-$35K	﹤0.01%	1264
2022 Q4	$67K	Buy	19,572 +1,435	+8%	+$12.1K	﹤0.01%	1008
2022 Q3	$194K	Buy	+18,137	New	+$215K	0.01%	876