Integrated Wealth Concepts’s Post Holdings POST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $430K | Buy |
3,946
+998
| +34% | +$109K | ﹤0.01% | 1358 |
|
2025
Q1 | $343K | Sell |
2,948
-91
| -3% | -$10.6K | ﹤0.01% | 1329 |
|
2024
Q4 | $348K | Buy |
3,039
+208
| +7% | +$23.8K | ﹤0.01% | 1292 |
|
2024
Q3 | $328K | Buy |
2,831
+295
| +12% | +$34.2K | ﹤0.01% | 1280 |
|
2024
Q2 | $264K | Buy |
2,536
+279
| +12% | +$29.1K | ﹤0.01% | 1381 |
|
2024
Q1 | $240K | Sell |
2,257
-36
| -2% | -$3.83K | ﹤0.01% | 1440 |
|
2023
Q4 | $202K | Sell |
2,293
-112
| -5% | -$9.86K | ﹤0.01% | 1459 |
|
2023
Q3 | $206K | Sell |
2,405
-10
| -0.4% | -$857 | ﹤0.01% | 1399 |
|
2023
Q2 | $209K | Buy |
2,415
+21
| +0.9% | +$1.82K | ﹤0.01% | 1406 |
|
2023
Q1 | $215K | Buy |
+2,394
| New | +$215K | ﹤0.01% | 1196 |
|