Integrated Wealth Concepts’s MeridianLink MLNK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$228K Sell
2025
Q1
$271K Sell
2024
Q4
$303K Sell
2024
Q3
$303K Sell
2024
Q2
$362K Hold
2024
Q1
$317K Hold
2023
Q4
$420K Hold
2023
Q3
$289K Buy
2023
Q2
$298K Buy