Integrated Wealth Concepts’s Mizuho Financial MFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$85K Sell
15,292
-48,045
-76% -$267K ﹤0.01% 1843
2025
Q1
$349K Buy
63,337
+1,112
+2% +$6.13K ﹤0.01% 1316
2024
Q4
$304K Sell
62,225
-330
-0.5% -$1.61K ﹤0.01% 1352
2024
Q3
$261K Sell
62,555
-3,920
-6% -$16.4K ﹤0.01% 1426
2024
Q2
$281K Sell
66,475
-6,505
-9% -$27.5K ﹤0.01% 1351
2024
Q1
$290K Sell
72,980
-551,327
-88% -$2.19M ﹤0.01% 1336
2023
Q4
$2.15M Sell
624,307
-32,863
-5% -$113K 0.04% 454
2023
Q3
$2.25M Buy
657,170
+5,191
+0.8% +$17.8K 0.04% 419
2023
Q2
$2M Sell
651,979
-12,957
-2% -$39.8K 0.03% 466
2023
Q1
$1.88M Buy
+664,936
New +$1.88M 0.04% 437