Integrated Wealth Concepts’s MeridianLink MLNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
14,052
-596
| -4% | -$9.67K | ﹤0.01% | 1696 |
|
|
2025
Q1 | $271K | Sell |
14,648
-21
| -0.1% | -$389 | ﹤0.01% | 1462 |
|
|
2024
Q4 | $303K | Sell |
14,669
-74
| -0.5% | -$1.53K | ﹤0.01% | 1355 |
|
|
2024
Q3 | $303K | Sell |
14,743
-2,224
| -13% | -$45.7K | ﹤0.01% | 1341 |
|
|
2024
Q2 | $362K | Hold |
16,967
| – | – | 0.01% | 1209 |
|
|
2024
Q1 | $317K | Hold |
16,967
| – | – | ﹤0.01% | 1296 |
|
|
2023
Q4 | $420K | Hold |
16,967
| – | – | 0.01% | 1082 |
|
|
2023
Q3 | $289K | Buy |
16,967
+2,664
| +19% | +$45.4K | 0.01% | 1245 |
|
|
2023
Q2 | $298K | Buy |
+14,303
| New | +$298K | 0.01% | 1223 |
|