Aspiriant LLC’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,503
| Closed | -$466K | – | 294 |
|
|
2024
Q4 | $466K | Sell |
5,503
-3
| -0.1% | -$254 | 0.02% | 194 |
|
|
2024
Q3 | $435K | Sell |
5,506
-1
| -0% | -$79 | 0.02% | 197 |
|
|
2024
Q2 | $412K | Sell |
5,507
-210
| -4% | -$15.7K | 0.02% | 197 |
|
|
2024
Q1 | $448K | Buy |
5,717
+14
| +0.2% | +$1.1K | 0.02% | 208 |
|
|
2023
Q4 | $397K | Hold |
5,703
| – | – | 0.02% | 213 |
|
|
2023
Q3 | $361K | Buy |
5,703
+9
| +0.2% | +$570 | 0.02% | 206 |
|
|
2023
Q2 | $338K | Hold |
5,694
| – | – | 0.02% | 209 |
|
|
2023
Q1 | $330K | Buy |
5,694
+5
| +0.1% | +$290 | 0.02% | 209 |
|
|
2022
Q4 | $332K | Hold |
5,689
| – | – | 0.02% | 207 |
|
|
2022
Q3 | $284K | Buy |
5,689
+189
| +3% | +$9.44K | 0.01% | 215 |
|
|
2022
Q2 | $326K | Sell |
5,500
-28
| -0.5% | -$1.66K | 0.02% | 202 |
|
|
2022
Q1 | $359K | Sell |
5,528
-29
| -0.5% | -$1.88K | 0.02% | 204 |
|
|
2021
Q4 | $321K | Buy |
+5,557
| New | +$321K | 0.02% | 224 |
|