Integrated Wealth Concepts’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.28M | Buy |
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|
2025
Q2 | $1.06M | Buy |
|
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|
2025
Q1 | $671K | Sell |
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|
2024
Q4 | $740K | Buy |
|
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|
2024
Q3 | $624K | Sell |
|
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|
2024
Q2 | $575K | Buy |
|
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|
2024
Q1 | $574K | Buy |
|
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|
2023
Q4 | $527K | Sell |
|
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|
2023
Q3 | $705K | Buy |
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|
2023
Q2 | $739K | Buy |
|
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|
2023
Q1 | $548K | Buy |
|
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|
2022
Q4 | $219K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $242K | Buy |
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|
2021
Q4 | $256K | Buy |
|
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|
2021
Q3 | $224K | Buy |
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|
2021
Q2 | $212K | Buy |
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|
2021
Q1 | $216K | Buy |
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