Integrated Wealth Concepts’s Targa Resources TRGP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$702K Buy
4,035
+310
+8% +$54K 0.01% 1095
2025
Q1
$747K Buy
3,725
+300
+9% +$60.1K 0.01% 959
2024
Q4
$611K Buy
3,425
+142
+4% +$25.4K 0.01% 1037
2024
Q3
$486K Buy
3,283
+122
+4% +$18.1K 0.01% 1097
2024
Q2
$407K Buy
3,161
+69
+2% +$8.89K 0.01% 1149
2024
Q1
$346K Sell
3,092
-249
-7% -$27.9K 0.01% 1240
2023
Q4
$290K Buy
3,341
+407
+14% +$35.4K ﹤0.01% 1286
2023
Q3
$251K Sell
2,934
-26
-0.9% -$2.23K ﹤0.01% 1316
2023
Q2
$225K Buy
2,960
+140
+5% +$10.7K ﹤0.01% 1363
2023
Q1
$206K Buy
+2,820
New +$206K ﹤0.01% 1213