Integrated Wealth Concepts’s Tapestry TPR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.57M Buy
17,849
+10,945
+159% +$961K 0.02% 715
2025
Q1
$486K Sell
6,904
-2,195
-24% -$155K 0.01% 1156
2024
Q4
$594K Sell
9,099
-10,596
-54% -$692K 0.01% 1050
2024
Q3
$925K Buy
19,695
+2,885
+17% +$136K 0.01% 838
2024
Q2
$719K Buy
16,810
+661
+4% +$28.3K 0.01% 897
2024
Q1
$767K Sell
16,149
-2,619
-14% -$124K 0.01% 868
2023
Q4
$691K Buy
+18,768
New +$691K 0.01% 869