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 |
|