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