Integrated Wealth Concepts’s Solventum SOLV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$530K	Sell	6,993 -215	-3%	-$16.3K	0.01%	1239
2025 Q1	$548K	Sell	7,208 -395	-5%	-$30K	0.01%	1104
2024 Q4	$502K	Sell	7,603 -769	-9%	-$50.8K	0.01%	1118
2024 Q3	$584K	Sell	8,372 -3,060	-27%	-$213K	0.01%	1017
2024 Q2	$605K	Buy	+11,432	New	+$605K	0.01%	974