Annis Gardner Whiting Capital Advisors’s Loews L Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $28K | Buy |
305
+5
| +2% | +$458 | 0.01% | 504 |
|
2025
Q1 | $27.6K | Hold |
300
| – | – | 0.01% | 414 |
|
2024
Q4 | $25.4K | Hold |
300
| – | – | 0.01% | 412 |
|
2024
Q3 | $23.7K | Hold |
300
| – | – | 0.01% | 441 |
|
2024
Q2 | $22.4K | Sell |
300
-10
| -3% | -$747 | 0.01% | 546 |
|
2024
Q1 | $24.3K | Hold |
310
| – | – | 0.01% | 510 |
|
2023
Q4 | $21.6K | Hold |
310
| – | – | 0.01% | 388 |
|
2023
Q3 | $19.6K | Buy |
+310
| New | +$19.6K | 0.01% | 387 |
|